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 | $11,735 |
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 | $72,097 | $49,138+46.7% | $84,015-14.2% | $65,185+10.6% |
| Participation rate | 94.9% | 60.7%+34.2pp | 69.0%+25.9pp | 70.2%+24.7pp |
| Annual return | 19.45% | 23.00%-3.5pp | 71.31%-51.9pp | 29.38%-9.9pp |
| Employer contribution / active EE | $1,873 | $914+105.0% | $1,983-5.6% | $2,177-13.9% |
| Participant deferral / active EE | $4,454 | $2,397+85.8% | $3,239+37.5% | $3,514+26.8% |
| Admin fee / account holder | $69 | $543-87.2% | $6,101-98.9% | $847-91.8% |