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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $138,163 |
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 | $56,607 | $25,302+123.7% | $74,701-24.2% | $67,579-16.2% |
| Participation rate | 83.9% | 37.8%+46.1pp | 54.5%+29.5pp | 71.3%+12.6pp |
| Annual return | 20.32% | 10291.17%-10270.8pp | 752.92%-732.6pp | 378.56%-358.2pp |
| Employer contribution / active EE | $1,752 | $446+292.5% | $1,084+61.7% | $2,148-18.4% |
| Participant deferral / active EE | $4,360 | $954+357.0% | $1,964+122.0% | $3,539+23.2% |
| Admin fee / account holder | $145 | $108+35.0% | $3,333-95.6% | $142+2.1% |