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 | $325 |
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 | $68,739 | $85,135-19.3% | $98,907-30.5% | $73,409-6.4% |
| Participation rate | 78.2% | 81.1%-3.0pp | 76.0%+2.1pp | 72.2%+6.0pp |
| Annual return | 13.59% | 19.14%-5.5pp | 196.43%-182.8pp | 59.29%-45.7pp |
| Employer contribution / active EE | $1,640 | $2,721-39.7% | $2,689-39.0% | $2,234-26.6% |
| Participant deferral / active EE | $3,853 | $4,349-11.4% | $4,244-9.2% | $3,805+1.3% |
| Admin fee / account holder | $1 | $139-99.4% | $6,642-100.0% | $158-99.5% |