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 | $53,666 |
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 | $178,958 | $111,608+60.3% | $177,821+0.6% | $73,409+143.8% |
| Participation rate | 97.8% | 87.9%+9.9pp | 87.7%+10.1pp | 72.2%+25.6pp |
| Annual return | 18.63% | 18.23%+0.4pp | 48.32%-29.7pp | 59.29%-40.7pp |
| Employer contribution / active EE | $3,722 | $3,796-2.0% | $5,918-37.1% | $2,234+66.6% |
| Participant deferral / active EE | $10,768 | $6,199+73.7% | $7,714+39.6% | $3,805+183.0% |
| Admin fee / account holder | $116 | $166-29.7% | $12,427-99.1% | $158-26.3% |