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 | $15,413 |
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 | $57,694 | $52,293+10.3% | $178,490-67.7% | $73,409-21.4% |
| Participation rate | 91.1% | 65.3%+25.8pp | 81.9%+9.2pp | 72.2%+19.0pp |
| Annual return | 13.36% | 34.75%-21.4pp | 151.07%-137.7pp | 59.29%-45.9pp |
| Employer contribution / active EE | $2,524 | $1,735+45.5% | $5,011-49.6% | $2,234+13.0% |
| Participant deferral / active EE | $4,543 | $2,332+94.8% | $5,202-12.7% | $3,805+19.4% |
| Admin fee / account holder | $33 | $127-74.5% | $13,984-99.8% | $158-79.4% |