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 | $11,582 |
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 | $100,004 | $88,515+13.0% | $162,163-38.3% | $67,579+48.0% |
| Participation rate | 93.9% | 86.8%+7.1pp | 87.6%+6.4pp | 71.3%+22.6pp |
| Annual return | 30.50% | 27.04%+3.5pp | 115.59%-85.1pp | 378.56%-348.1pp |
| Employer contribution / active EE | $4,372 | $3,563+22.7% | $5,614-22.1% | $2,148+103.6% |
| Participant deferral / active EE | $9,308 | $5,724+62.6% | $7,298+27.5% | $3,539+163.0% |
| Admin fee / account holder | $30 | $124-75.6% | $10,843-99.7% | $142-78.8% |