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 9-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 | $847 |
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 | $96,063 | $72,404+32.7% | $110,238-12.9% | $64,186+49.7% |
| Participation rate | 87.2% | 73.3%+13.8pp | 79.8%+7.4pp | 69.6%+17.6pp |
| Annual return | -5.67% | -6.29%+0.6pp | 314.74%-320.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,522 | $2,282+10.6% | $3,826-34.1% | $2,381+5.9% |
| Participant deferral / active EE | $7,205 | $3,469+107.7% | $4,672+54.2% | $3,470+107.7% |
| Admin fee / account holder | $7 | $5,664-99.9% | $8,547-99.9% | $4,888-99.9% |