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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $306,622 |
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 | $54,762 | $64,311-14.8% | $110,238-50.3% | $75,289-27.3% |
| Participation rate | 99.4% | 79.3%+20.1pp | 79.8%+19.6pp | 72.4%+27.0pp |
| Annual return | -4.57% | -1.74%-2.8pp | 314.74%-319.3pp | -0.04%-4.5pp |
| Employer contribution / active EE | $3,283 | $2,404+36.6% | $3,826-14.2% | $2,405+36.5% |
| Participant deferral / active EE | $3,802 | $3,892-2.3% | $4,672-18.6% | $3,739+1.7% |
| Admin fee / account holder | $71 | $88-18.8% | $8,547-99.2% | $102-30.4% |