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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,681 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $145,293 | $80,753+79.9% | $136,294+6.6% | $62,292+133.2% |
| Participation rate | 98.1% | 73.5%+24.6pp | 81.9%+16.2pp | 69.5%+28.6pp |
| Annual return | 17.59% | 35.83%-18.2pp | 5155.94%-5138.3pp | 28.90%-11.3pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $11,006 | $5,164+113.1% | $6,247+76.2% | $3,169+247.3% |
| Admin fee / account holder | $13 | $525-97.6% | $9,243-99.9% | $479-97.4% |