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 | $266 |
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 | $36,612 | $66,601-45.0% | $92,893-60.6% | $67,579-45.8% |
| Participation rate | 92.8% | 72.5%+20.3pp | 76.0%+16.8pp | 71.3%+21.5pp |
| Annual return | 41.33% | 92.58%-51.2pp | 109.41%-68.1pp | 378.56%-337.2pp |
| Employer contribution / active EE | $2,702 | $2,775-2.6% | $3,653-26.0% | $2,148+25.8% |
| Participant deferral / active EE | $2,672 | $3,157-15.3% | $4,236-36.9% | $3,539-24.5% |
| Admin fee / account holder | $177 | $199-10.9% | $5,794-96.9% | $142+24.6% |