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 8-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 55 | Other Commissions | $1,977 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $78 |
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 | $34,705 | $51,466-32.6% | $78,778-55.9% | $62,292-44.3% |
| Participation rate | 80.7% | 59.8%+20.9pp | 69.2%+11.5pp | 69.5%+11.2pp |
| Annual return | 16.54% | 19.96%-3.4pp | 35.62%-19.1pp | 28.90%-12.4pp |
| Employer contribution / active EE | $551 | $827-33.3% | $1,986-72.2% | $2,042-73.0% |
| Participant deferral / active EE | $3,508 | $2,147+63.4% | $2,958+18.6% | $3,169+10.7% |
| Admin fee / account holder | $123 | $489-74.9% | $5,134-97.6% | $479-74.4% |