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 | $55,365 |
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 | $38,573 | $37,044+4.1% | $71,796-46.3% | $57,658-33.1% |
| Participation rate | 77.1% | 61.1%+16.0pp | 69.1%+8.0pp | 70.2%+6.9pp |
| Annual return | 10.03% | 12.64%-2.6pp | 78.04%-68.0pp | 5.13%+4.9pp |
| Employer contribution / active EE | $608 | $720-15.6% | $1,924-68.4% | $1,974-69.2% |
| Participant deferral / active EE | $2,755 | $1,974+39.5% | $2,794-1.4% | $3,061-10.0% |
| Admin fee / account holder | $105 | $101+4.3% | $4,815-97.8% | $95+11.3% |