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 | $18,506 |
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 | $54,405 | $50,958+6.8% | $74,550-27.0% | $64,186-15.2% |
| Participation rate | 77.8% | 61.1%+16.7pp | 69.1%+8.6pp | 69.6%+8.2pp |
| Annual return | -3.65% | -1.86%-1.8pp | 32.53%-36.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,800 | $1,115+61.4% | $1,961-8.2% | $2,381-24.4% |
| Participant deferral / active EE | $3,438 | $2,301+49.4% | $3,108+10.6% | $3,470-0.9% |
| Admin fee / account holder | $176 | $4,223-95.8% | $5,060-96.5% | $4,888-96.4% |