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 | $10,535 |
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 | $94,644 | $58,083+62.9% | $80,019+18.3% | $56,287+68.1% |
| Participation rate | 98.3% | 73.6%+24.7pp | 75.8%+22.5pp | 69.9%+28.5pp |
| Annual return | 2.48% | 34.61%-32.1pp | 11.22%-8.7pp | -9.96%+12.4pp |
| Employer contribution / active EE | $5,039 | $1,932+160.8% | $2,468+104.2% | $2,111+138.7% |
| Participant deferral / active EE | $3,008 | $3,135-4.0% | $3,686-18.4% | $3,350-10.2% |
| Admin fee / account holder | $33 | $623-94.6% | $6,521-99.5% | $521-93.6% |