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 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $93,601 | $80,753+15.9% | $136,294-31.3% | $62,292+50.3% |
| Participation rate | 89.0% | 73.5%+15.5pp | 81.9%+7.1pp | 69.5%+19.5pp |
| Annual return | 20.01% | 35.83%-15.8pp | 5155.94%-5135.9pp | 28.90%-8.9pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,630 | $5,164+28.4% | $6,247+6.1% | $3,169+109.2% |
| Admin fee / account holder | $0 | $525-100.0% | $9,243-100.0% | $479-100.0% |