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 |
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 | $123,182 | $74,089+66.3% | $133,980-8.1% | $55,167+123.3% |
| Participation rate | 91.8% | 84.3%+7.5pp | 87.1%+4.7pp | 69.0%+22.8pp |
| Annual return | 6.07% | 12.11%-6.0pp | 29.30%-23.2pp | 169.23%-163.2pp |
| Employer contribution / active EE | $5,783 | $3,064+88.8% | $5,211+11.0% | $1,963+194.6% |
| Participant deferral / active EE | $5,962 | $4,678+27.4% | $6,282-5.1% | $3,054+95.2% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |