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 8-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 |
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 | $40,268 | $61,660-34.7% | $80,019-49.7% | $64,186-37.3% |
| Participation rate | 92.1% | 71.7%+20.4pp | 75.8%+16.2pp | 69.6%+22.5pp |
| Annual return | 1.42% | -0.33%+1.7pp | 11.22%-9.8pp | 7.63%-6.2pp |
| Employer contribution / active EE | $8,470 | $1,810+367.8% | $2,468+243.2% | $2,381+255.7% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $10 | $5,417-99.8% | $6,521-99.8% | $4,888-99.8% |