Filed February 8, 2021 (most recent of 2 filings on file)
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 | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,730 | $62,581+14.6% | $124,672-42.5% | $86,799-17.4% |
| Participation rate | 72.7% | 56.9%+15.8pp | 74.6%-1.9pp | 72.3%+0.4pp |
| Annual return | 13.85% | 26.67%-12.8pp | 5142.93%-5129.1pp | 97.91%-84.1pp |
| Employer contribution / active EE | $1,825 | $1,604+13.8% | $3,324-45.1% | $2,405-24.1% |
| Participant deferral / active EE | $3,565 | $2,725+30.8% | $4,614-22.7% | $4,131-13.7% |
| Admin fee / account holder | $132 | $170-22.4% | $7,493-98.2% | $170-22.4% |