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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $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 | $219,130 | $48,076+355.8% | $78,689+178.5% | $62,891+248.4% |
| Participation rate | 95.2% | 65.2%+30.0pp | 73.6%+21.7pp | 69.3%+25.9pp |
| Annual return | 9.43% | 31.35%-21.9pp | 62.18%-52.7pp | 20.14%-10.7pp |
| Employer contribution / active EE | $6,691 | $2,015+232.1% | $2,851+134.7% | $2,281+193.4% |
| Participant deferral / active EE | $12,113 | $2,588+368.1% | $3,517+244.4% | $3,203+278.2% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,510-100.0% | $4,296-100.0% |