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 | $8,500 |
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 | $169,776 | $91,190+86.2% | $178,490-4.9% | $79,858+112.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.11% | 24.19%-6.1pp | 151.07%-133.0pp | 31.71%-13.6pp |
| Employer contribution / active EE | $7,564 | $3,256+132.3% | $5,011+51.0% | $2,471+206.1% |
| Participant deferral / active EE | $6,068 | $3,236+87.5% | $5,202+16.7% | $3,740+62.3% |
| Admin fee / account holder | $57 | $6,751-99.1% | $13,984-99.6% | $5,306-98.9% |