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 | $13,281 |
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 | $38,237 | $53,925-29.1% | $75,670-49.5% | $69,631-45.1% |
| Participation rate | 90.4% | 71.2%+19.2pp | 72.3%+18.1pp | 70.7%+19.7pp |
| Annual return | 17.47% | 17.84%-0.4pp | 27.34%-9.9pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $1,698 | $1,802-5.8% | $2,352-27.8% | $2,032-16.4% |
| Participant deferral / active EE | $2,853 | $2,569+11.0% | $3,142-9.2% | $3,224-11.5% |
| Admin fee / account holder | $26 | $97-73.7% | $5,800-99.6% | $110-76.9% |