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 | $6,631 |
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 | $35,476 | $75,183-52.8% | $123,892-71.4% | $55,167-35.7% |
| Participation rate | 99.3% | 72.8%+26.5pp | 81.4%+17.9pp | 69.0%+30.3pp |
| Annual return | 8.87% | 19.01%-10.1pp | 47.52%-38.6pp | 169.23%-160.4pp |
| Employer contribution / active EE | $1,502 | $2,823-46.8% | $4,617-67.5% | $1,963-23.5% |
| Participant deferral / active EE | $6,506 | $5,084+28.0% | $5,984+8.7% | $3,054+113.0% |
| Admin fee / account holder | $28 | $663-95.8% | $8,357-99.7% | $504-94.4% |