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 | $2,174 |
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 | $105,647 | $83,477+26.6% | $125,175-15.6% | $72,985+44.8% |
| Participation rate | 88.2% | 73.3%+14.9pp | 79.8%+8.5pp | 69.5%+18.7pp |
| Annual return | 22.26% | 25.78%-3.5pp | 43.79%-21.5pp | 81.00%-58.7pp |
| Employer contribution / active EE | $2,451 | $2,345+4.5% | $3,865-36.6% | $2,440+0.5% |
| Participant deferral / active EE | $7,716 | $3,585+115.2% | $4,937+56.3% | $3,607+113.9% |
| Admin fee / account holder | $10 | $5,517-99.8% | $9,702-99.9% | $5,124-99.8% |