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 | $10,991 |
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 | $121,335 | $70,908+71.1% | $98,907+22.7% | $73,488+65.1% |
| Participation rate | 98.7% | 73.8%+25.0pp | 76.0%+22.7pp | 70.7%+28.1pp |
| Annual return | 14.72% | 34.17%-19.4pp | 196.43%-181.7pp | 28.51%-13.8pp |
| Employer contribution / active EE | $5,665 | $2,036+178.2% | $2,689+110.7% | $2,270+149.5% |
| Participant deferral / active EE | $3,405 | $3,500-2.7% | $4,244-19.8% | $3,740-8.9% |
| Admin fee / account holder | $33 | $535-93.9% | $6,642-99.5% | $513-93.6% |