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 8-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,263 |
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 | $70,222 | $68,544+2.4% | $115,752-39.3% | $69,631+0.8% |
| Participation rate | 94.0% | 74.0%+20.1pp | 77.8%+16.2pp | 70.7%+23.3pp |
| Annual return | 21.36% | 20.97%+0.4pp | 19.41%+1.9pp | 27571.02%-27549.7pp |
| Employer contribution / active EE | $1,738 | $2,400-27.6% | $3,492-50.2% | $2,032-14.5% |
| Participant deferral / active EE | $7,591 | $3,887+95.3% | $5,204+45.9% | $3,224+135.5% |
| Admin fee / account holder | $4 | $90-95.3% | $6,278-99.9% | $110-96.2% |