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 | $34,160 |
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 | $45,418 | $37,044+22.6% | $71,796-36.7% | $57,658-21.2% |
| Participation rate | 73.5% | 61.1%+12.4pp | 69.1%+4.4pp | 70.2%+3.3pp |
| Annual return | 9.20% | 12.64%-3.4pp | 78.04%-68.8pp | 5.13%+4.1pp |
| Employer contribution / active EE | $1,360 | $720+88.9% | $1,924-29.3% | $1,974-31.1% |
| Participant deferral / active EE | $2,456 | $1,974+24.4% | $2,794-12.1% | $3,061-19.7% |
| Admin fee / account holder | $131 | $101+29.7% | $4,815-97.3% | $95+38.5% |