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 8-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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $353 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,189 | $49,138-46.7% | $84,015-68.8% | $65,185-59.8% |
| Participation rate | 75.6% | 60.7%+14.8pp | 69.0%+6.6pp | 70.2%+5.4pp |
| Annual return | 28.98% | 23.00%+6.0pp | 71.31%-42.3pp | 29.38%-0.4pp |
| Employer contribution / active EE | $2,002 | $914+119.1% | $1,983+0.9% | $2,177-8.0% |
| Participant deferral / active EE | $2,947 | $2,397+23.0% | $3,239-9.0% | $3,514-16.1% |
| Admin fee / account holder | $9 | $543-98.4% | $6,101-99.9% | $847-98.9% |