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 | $10,083 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,848 | $63,924-1.7% | $108,579-42.1% | $55,167+13.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 4.58% | 15.31%-10.7pp | -51.70%+56.3pp | 169.23%-164.7pp |
| Employer contribution / active EE | $2,689 | $1,879+43.1% | $3,758-28.4% | $1,963+37.0% |
| Participant deferral / active EE | $2,711 | $3,067-11.6% | $4,311-37.1% | $3,054-11.2% |
| Admin fee / account holder | $0 | $618-100.0% | $7,645-100.0% | $504-100.0% |