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 | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $58,477 | $42,548+37.4% | $74,550-21.6% | $56,287+3.9% |
| Participation rate | 76.7% | 60.5%+16.2pp | 69.1%+7.6pp | 69.9%+6.8pp |
| Annual return | -4.23% | 12.40%-16.6pp | 32.53%-36.8pp | -9.96%+5.7pp |
| Employer contribution / active EE | $1,266 | $855+48.0% | $1,961-35.4% | $2,111-40.0% |
| Participant deferral / active EE | $3,328 | $2,277+46.2% | $3,108+7.1% | $3,350-0.6% |
| Admin fee / account holder | $33 | $467-92.9% | $5,060-99.3% | $521-93.7% |