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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $214,370 |
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 | $60,392 | $67,228-10.2% | $117,854-48.8% | $77,958-22.5% |
| Participation rate | 99.6% | 79.4%+20.2pp | 79.7%+19.9pp | 71.6%+27.9pp |
| Annual return | 14.99% | 19.13%-4.1pp | 335.08%-320.1pp | 20.87%-5.9pp |
| Employer contribution / active EE | $3,242 | $2,211+46.6% | $3,786-14.4% | $2,310+40.3% |
| Participant deferral / active EE | $3,722 | $3,653+1.9% | $4,482-17.0% | $3,537+5.2% |
| Admin fee / account holder | $56 | $76-25.7% | $8,020-99.3% | $97-42.2% |