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 | $140,687 |
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 | $62,136 | $29,369+111.6% | $77,482-19.8% | $73,409-15.4% |
| Participation rate | 86.4% | 37.9%+48.4pp | 54.2%+32.2pp | 72.2%+14.2pp |
| Annual return | 11.81% | 358.15%-346.3pp | 54.79%-43.0pp | 59.29%-47.5pp |
| Employer contribution / active EE | $1,111 | $406+173.8% | $986+12.7% | $2,234-50.2% |
| Participant deferral / active EE | $2,987 | $941+217.5% | $1,861+60.5% | $3,805-21.5% |
| Admin fee / account holder | $156 | $123+26.8% | $2,858-94.6% | $158-1.4% |