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 | $62 |
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 | $98,747 | $59,535+65.9% | $90,160+9.5% | $62,292+58.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.98% | 23.53%-5.5pp | 34.88%-16.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $5,817 | $1,826+218.6% | $3,318+75.3% | $2,042+184.8% |
| Participant deferral / active EE | $6,017 | $4,639+29.7% | $5,288+13.8% | $3,169+89.9% |
| Admin fee / account holder | $0 | $337-99.9% | $5,943-100.0% | $479-99.9% |