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 | $9,090 |
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 | $79,470 | $80,753-1.6% | $136,294-41.7% | $62,292+27.6% |
| Participation rate | 95.1% | 73.5%+21.6pp | 81.9%+13.2pp | 69.5%+25.6pp |
| Annual return | 17.67% | 35.83%-18.2pp | 5155.94%-5138.3pp | 28.90%-11.2pp |
| Employer contribution / active EE | $1,380 | $2,884-52.1% | $4,695-70.6% | $2,042-32.4% |
| Participant deferral / active EE | $6,814 | $5,164+31.9% | $6,247+9.1% | $3,169+115.0% |
| Admin fee / account holder | $53 | $525-89.8% | $9,243-99.4% | $479-88.8% |