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 | $1,881 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $634,442 | $99,957+534.7% | $149,696+323.8% | $73,488+763.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 20.67% | 53.87%-33.2pp | 276.60%-255.9pp | 28.51%-7.8pp |
| Employer contribution / active EE | $15,964 | $3,191+400.3% | $4,644+243.7% | $2,270+603.3% |
| Participant deferral / active EE | $11,787 | $6,073+94.1% | $6,842+72.3% | $3,740+215.2% |
| Admin fee / account holder | $7 | $551-98.8% | $9,309-99.9% | $513-98.7% |