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 | $7,554 |
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 | $83,209 | $65,376+27.3% | $87,100-4.5% | $65,185+27.7% |
| Participation rate | 79.4% | 75.3%+4.1pp | 76.9%+2.5pp | 70.2%+9.2pp |
| Annual return | 18.37% | 31.27%-12.9pp | 28.19%-9.8pp | 29.38%-11.0pp |
| Employer contribution / active EE | $1,774 | $1,822-2.7% | $2,521-29.7% | $2,177-18.5% |
| Participant deferral / active EE | $3,102 | $3,388-8.5% | $4,049-23.4% | $3,514-11.7% |
| Admin fee / account holder | $40 | $520-92.3% | $7,497-99.5% | $847-95.3% |