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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,202 | $62,928-69.5% | $172,739-88.9% | $67,579-71.6% |
| Participation rate | 80.2% | 64.5%+15.8pp | 82.6%-2.4pp | 71.3%+9.0pp |
| Annual return | 22.04% | 30.36%-8.3pp | 802.84%-780.8pp | 378.56%-356.5pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,234 | $2,145-42.5% | $5,198-76.3% | $3,539-65.1% |
| Admin fee / account holder | $0 | $167-100.0% | $13,954-100.0% | $142-100.0% |