See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $106,602 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,817 | $80,177-49.1% | $123,892-67.1% | $57,658-29.2% |
| Participation rate | 98.0% | 74.4%+23.6pp | 81.4%+16.6pp | 70.2%+27.8pp |
| Annual return | 7.17% | 17.90%-10.7pp | 47.52%-40.3pp | 5.13%+2.0pp |
| Employer contribution / active EE | $372 | $2,913-87.2% | $4,617-91.9% | $1,974-81.1% |
| Participant deferral / active EE | $5,801 | $5,130+13.1% | $5,984-3.1% | $3,061+89.6% |
| Admin fee / account holder | $130 | $106+22.5% | $8,357-98.4% | $95+37.8% |