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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $2,073 |
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 | $63,227 | $70,002-9.7% | $115,037-45.0% | $52,331+20.8% |
| Participation rate | 86.7% | 72.1%+14.6pp | 81.4%+5.4pp | 68.1%+18.6pp |
| Annual return | 2.26% | 4.04%-1.8pp | 26.14%-23.9pp | 4.54%-2.3pp |
| Employer contribution / active EE | $533 | $2,715-80.4% | $4,608-88.4% | $1,882-71.7% |
| Participant deferral / active EE | $5,890 | $4,920+19.7% | $6,026-2.3% | $3,022+94.9% |
| Admin fee / account holder | $2 | $566-99.7% | $8,175-100.0% | $592-99.7% |