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 | $0 |
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 | $43,124 | $74,024-41.7% | $77,999-44.7% | $57,658-25.2% |
| Participation rate | 76.1% | 79.7%-3.7pp | 75.5%+0.5pp | 70.2%+5.8pp |
| Annual return | 7.87% | 12.14%-4.3pp | 425.96%-418.1pp | 5.13%+2.7pp |
| Employer contribution / active EE | $1,287 | $2,365-45.6% | $2,470-47.9% | $1,974-34.8% |
| Participant deferral / active EE | $3,028 | $3,533-14.3% | $3,497-13.4% | $3,061-1.1% |
| Admin fee / account holder | $0 | $93-100.0% | $5,480-100.0% | $95-100.0% |