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 | $5,187 |
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 | $61,890 | $64,286-3.7% | $106,387-41.8% | $55,725+11.1% |
| Participation rate | 95.0% | 75.2%+19.8pp | 77.5%+17.6pp | 70.9%+24.2pp |
| Annual return | -5.45% | 0.84%-6.3pp | 0.25%-5.7pp | 244.93%-250.4pp |
| Employer contribution / active EE | $1,481 | $2,367-37.5% | $3,520-57.9% | $2,078-28.8% |
| Participant deferral / active EE | $7,956 | $4,158+91.4% | $5,421+46.8% | $3,356+137.1% |
| Admin fee / account holder | $9 | $102-91.1% | $7,510-99.9% | $115-92.1% |