Filed July 11, 2022
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 | $6,152 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,424 | $59,263+0.3% | $96,562-38.5% | $79,386-25.1% |
| Participation rate | 87.7% | 61.9%+25.8pp | 69.8%+17.9pp | 70.7%+17.0pp |
| Annual return | 12.77% | 27.07%-14.3pp | 37.78%-25.0pp | 116.85%-104.1pp |
| Employer contribution / active EE | $1,532 | $1,216+26.0% | $2,356-35.0% | $2,427-36.9% |
| Participant deferral / active EE | $3,025 | $2,948+2.6% | $3,849-21.4% | $4,046-25.2% |
| Admin fee / account holder | $30 | $658-95.4% | $6,181-99.5% | $626-95.2% |