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 | $24,850 |
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 | $32,652 | $61,156-46.6% | $185,823-82.4% | $79,386-58.9% |
| Participation rate | 89.5% | 66.6%+22.9pp | 81.7%+7.8pp | 70.7%+18.8pp |
| Annual return | 19.50% | 19.45%+0.1pp | 122.05%-102.5pp | 116.85%-97.3pp |
| Employer contribution / active EE | $1,242 | $2,321-46.5% | $5,167-76.0% | $2,427-48.8% |
| Participant deferral / active EE | $1,972 | $2,789-29.3% | $5,568-64.6% | $4,046-51.3% |
| Admin fee / account holder | $104 | $710-85.3% | $16,237-99.4% | $626-83.3% |