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 | $5,250 |
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 | $37,018 | $59,186-37.5% | $76,768-51.8% | $56,287-34.2% |
| Participation rate | 91.8% | 75.2%+16.6pp | 77.0%+14.9pp | 69.9%+22.0pp |
| Annual return | -3.29% | 6.62%-9.9pp | 2.43%-5.7pp | -9.96%+6.7pp |
| Employer contribution / active EE | $1,103 | $1,759-37.3% | $2,485-55.6% | $2,111-47.8% |
| Participant deferral / active EE | $3,094 | $3,255-4.9% | $3,852-19.7% | $3,350-7.6% |
| Admin fee / account holder | $20 | $489-95.8% | $6,675-99.7% | $521-96.1% |