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 | $5,100 |
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 | $82,319 | $82,093+0.3% | $379,746-78.3% | $73,409+12.1% |
| Participation rate | 94.7% | 76.8%+17.9pp | 78.4%+16.2pp | 72.2%+22.5pp |
| Annual return | 19.65% | 18.89%+0.8pp | 34.90%-15.2pp | 59.29%-39.6pp |
| Employer contribution / active EE | $1,771 | $2,847-37.8% | $3,540-50.0% | $2,234-20.7% |
| Participant deferral / active EE | $9,000 | $4,697+91.6% | $6,024+49.4% | $3,805+136.5% |
| Admin fee / account holder | $7 | $128-94.2% | $7,927-99.9% | $158-95.3% |