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 | $37,193 |
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 | $68,726 | $44,873+53.2% | $79,464-13.5% | $56,287+22.1% |
| Participation rate | 77.2% | 68.7%+8.5pp | 73.3%+3.9pp | 69.9%+7.4pp |
| Annual return | -1.80% | 0.81%-2.6pp | 718.14%-719.9pp | -9.96%+8.2pp |
| Employer contribution / active EE | $3,826 | $2,140+78.8% | $2,800+36.6% | $2,111+81.3% |
| Participant deferral / active EE | $5,403 | $2,746+96.8% | $3,704+45.9% | $3,350+61.3% |
| Admin fee / account holder | $181 | $418-56.6% | $5,113-96.5% | $521-65.2% |