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 | $23,621 |
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 | $73,983 | $42,546+73.9% | $71,796+3.0% | $55,167+34.1% |
| Participation rate | 92.0% | 59.1%+32.9pp | 69.1%+22.9pp | 69.0%+23.0pp |
| Annual return | 9.64% | 12.36%-2.7pp | 78.04%-68.4pp | 169.23%-159.6pp |
| Employer contribution / active EE | $1,723 | $803+114.5% | $1,924-10.4% | $1,963-12.2% |
| Participant deferral / active EE | $2,057 | $2,064-0.3% | $2,794-26.4% | $3,054-32.6% |
| Admin fee / account holder | $186 | $650-71.4% | $4,815-96.1% | $504-63.1% |