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 COMPANY · 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 | $125,285 | $86,332+45.1% | $125,175+0.1% | $65,185+92.2% |
| Participation rate | 98.6% | 75.3%+23.3pp | 79.8%+18.8pp | 70.2%+28.4pp |
| Annual return | 21.69% | 27.43%-5.7pp | 43.79%-22.1pp | 29.38%-7.7pp |
| Employer contribution / active EE | $1,887 | $2,040-7.5% | $3,865-51.2% | $2,177-13.3% |
| Participant deferral / active EE | $5,582 | $3,537+57.8% | $4,937+13.1% | $3,514+58.9% |
| Admin fee / account holder | $4 | $609-99.4% | $9,702-100.0% | $847-99.6% |