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 | $135,947 | $81,474+66.9% | $133,956+1.5% | $73,488+85.0% |
| Participation rate | 99.3% | 76.4%+22.9pp | 79.8%+19.4pp | 70.7%+28.6pp |
| Annual return | 14.76% | 19.40%-4.6pp | 45.09%-30.3pp | 28.51%-13.8pp |
| Employer contribution / active EE | $1,943 | $2,209-12.1% | $3,919-50.4% | $2,270-14.4% |
| Participant deferral / active EE | $6,185 | $3,786+63.3% | $5,048+22.5% | $3,740+65.4% |
| Admin fee / account holder | $4 | $713-99.5% | $8,927-100.0% | $513-99.2% |