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 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26 |
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 | $60,207 | $99,957-39.8% | $149,696-59.8% | $73,488-18.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 18.20% | 53.87%-35.7pp | 276.60%-258.4pp | 28.51%-10.3pp |
| Employer contribution / active EE | $1,406 | $3,191-56.0% | $4,644-69.7% | $2,270-38.1% |
| Participant deferral / active EE | $6,687 | $6,073+10.1% | $6,842-2.3% | $3,740+78.8% |
| Admin fee / account holder | $0 | $551-100.0% | $9,309-100.0% | $513-100.0% |