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 | $51,827 | $75,284-31.2% | $91,001-43.0% | $69,631-25.6% |
| Participation rate | 79.6% | 80.4%-0.8pp | 75.6%+4.0pp | 70.7%+8.9pp |
| Annual return | 16.15% | 48.40%-32.2pp | 4.60%+11.6pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $1,437 | $2,473-41.9% | $2,456-41.5% | $2,032-29.3% |
| Participant deferral / active EE | $3,262 | $3,700-11.8% | $3,547-8.1% | $3,224+1.2% |
| Admin fee / account holder | $0 | $111-100.0% | $5,417-100.0% | $110-100.0% |