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 | $1,213 |
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 | $149,107 | $79,519+87.5% | $95,952+55.4% | $73,409+103.1% |
| Participation rate | 98.7% | 81.2%+17.6pp | 77.1%+21.7pp | 72.2%+26.6pp |
| Annual return | 19.05% | 19.20%-0.1pp | 91.61%-72.6pp | 59.29%-40.2pp |
| Employer contribution / active EE | $3,028 | $2,048+47.9% | $2,541+19.2% | $2,234+35.6% |
| Participant deferral / active EE | $4,683 | $4,138+13.2% | $4,167+12.4% | $3,805+23.1% |
| Admin fee / account holder | $186 | $184+0.7% | $6,795-97.3% | $158+17.6% |