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 | $19,188 |
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 | $63,749 | $58,512+9.0% | $84,015-24.1% | $72,985-12.7% |
| Participation rate | 72.2% | 61.2%+10.9pp | 69.0%+3.2pp | 69.5%+2.7pp |
| Annual return | 17.40% | 28.93%-11.5pp | 71.31%-53.9pp | 81.00%-63.6pp |
| Employer contribution / active EE | $1,767 | $1,163+51.9% | $1,983-10.9% | $2,440-27.6% |
| Participant deferral / active EE | $3,574 | $2,394+49.3% | $3,239+10.4% | $3,607-0.9% |
| Admin fee / account holder | $183 | $4,569-96.0% | $6,101-97.0% | $5,124-96.4% |