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 | $8,295 |
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 | $78,423 | $73,638+6.5% | $95,952-18.3% | $73,488+6.7% |
| Participation rate | 94.2% | 76.2%+18.1pp | 77.1%+17.2pp | 70.7%+23.6pp |
| Annual return | 11.71% | 16.78%-5.1pp | 91.61%-79.9pp | 28.51%-16.8pp |
| Employer contribution / active EE | $2,252 | $1,863+20.9% | $2,541-11.4% | $2,270-0.8% |
| Participant deferral / active EE | $3,866 | $3,617+6.9% | $4,167-7.2% | $3,740+3.4% |
| Admin fee / account holder | $38 | $482-92.1% | $6,795-99.4% | $513-92.5% |