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 9-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 | $7,142 |
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 | $77,958 | $70,002+11.4% | $115,037-32.2% | $52,331+49.0% |
| Participation rate | 94.9% | 72.1%+22.8pp | 81.4%+13.5pp | 68.1%+26.8pp |
| Annual return | 2.28% | 4.04%-1.8pp | 26.14%-23.9pp | 4.54%-2.3pp |
| Employer contribution / active EE | $1,353 | $2,715-50.2% | $4,608-70.6% | $1,882-28.1% |
| Participant deferral / active EE | $6,086 | $4,920+23.7% | $6,026+1.0% | $3,022+101.4% |
| Admin fee / account holder | $31 | $566-94.6% | $8,175-99.6% | $592-94.8% |