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 9-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 | $0 |
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 | $40,999 | $62,267-34.2% | $110,238-62.8% | $55,725-26.4% |
| Participation rate | 80.6% | 78.1%+2.5pp | 79.8%+0.8pp | 70.9%+9.8pp |
| Annual return | -2.24% | -1.07%-1.2pp | 314.74%-317.0pp | 244.93%-247.2pp |
| Employer contribution / active EE | $1,024 | $1,941-47.3% | $3,826-73.2% | $2,078-50.7% |
| Participant deferral / active EE | $2,673 | $3,516-24.0% | $4,672-42.8% | $3,356-20.3% |
| Admin fee / account holder | $107 | $121-11.6% | $8,547-98.8% | $115-7.3% |