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 | $410 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,453 | $55,453+43.3% | $170,442-53.4% | $62,292+27.5% |
| Participation rate | 95.3% | 66.4%+28.9pp | 83.6%+11.7pp | 69.5%+25.8pp |
| Annual return | 9.91% | 21.38%-11.5pp | 205.93%-196.0pp | 28.90%-19.0pp |
| Employer contribution / active EE | $1,781 | $2,164-17.7% | $5,433-67.2% | $2,042-12.8% |
| Participant deferral / active EE | $3,340 | $2,303+45.0% | $4,939-32.4% | $3,169+5.4% |
| Admin fee / account holder | $2 | $455-99.6% | $13,880-100.0% | $479-99.6% |