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 | $759 |
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 | $100,559 | $63,924+57.3% | $108,579-7.4% | $55,167+82.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 5.00% | 15.31%-10.3pp | -51.70%+56.7pp | 169.23%-164.2pp |
| Employer contribution / active EE | $1,831 | $1,879-2.6% | $3,758-51.3% | $1,963-6.7% |
| Participant deferral / active EE | $6,388 | $3,067+108.3% | $4,311+48.2% | $3,054+109.2% |
| Admin fee / account holder | $6 | $618-99.0% | $7,645-99.9% | $504-98.8% |