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 | $25,202 |
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 | $68,243 | $50,637+34.8% | $86,590-21.2% | $62,292+9.6% |
| Participation rate | 81.8% | 67.9%+13.9pp | 73.5%+8.3pp | 69.5%+12.3pp |
| Annual return | 17.66% | 20.80%-3.1pp | 964.84%-947.2pp | 28.90%-11.2pp |
| Employer contribution / active EE | $3,972 | $2,075+91.4% | $2,839+39.9% | $2,042+94.5% |
| Participant deferral / active EE | $5,271 | $2,611+101.9% | $3,609+46.1% | $3,169+66.3% |
| Admin fee / account holder | $132 | $413-68.1% | $4,906-97.3% | $479-72.5% |