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 | $10,942 |
Annual investment return 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 | $106,302 | $66,310+60.3% | $93,606+13.6% | $65,185+63.1% |
| Participation rate | 99.2% | 74.0%+25.2pp | 75.8%+23.3pp | 70.2%+29.0pp |
| Annual return | 13.14% | 42.58%-29.4pp | 32.76%-19.6pp | 29.38%-16.2pp |
| Employer contribution / active EE | $5,519 | $2,012+174.3% | $2,718+103.1% | $2,177+153.6% |
| Participant deferral / active EE | $2,958 | $3,342-11.5% | $4,069-27.3% | $3,514-15.8% |
| Admin fee / account holder | $33 | $6,897-99.5% | $7,888-99.6% | $847-96.0% |