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 | $950 |
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 | $22,376 | $52,953-57.7% | $172,739-87.0% | $65,185-65.7% |
| Participation rate | 89.1% | 66.2%+22.9pp | 82.6%+6.4pp | 70.2%+18.9pp |
| Annual return | 22.67% | 30.12%-7.5pp | 802.84%-780.2pp | 29.38%-6.7pp |
| Employer contribution / active EE | $1,153 | $2,190-47.3% | $5,143-77.6% | $2,177-47.0% |
| Participant deferral / active EE | $2,616 | $2,471+5.9% | $5,198-49.7% | $3,514-25.6% |
| Admin fee / account holder | $30 | $472-93.7% | $13,954-99.8% | $847-96.5% |