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 | $30,867 |
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 | $83,961 | $54,237+54.8% | $90,281-7.0% | $67,579+24.2% |
| Participation rate | 76.5% | 68.6%+7.9pp | 73.3%+3.3pp | 71.3%+5.3pp |
| Annual return | 21.58% | 37.27%-15.7pp | 78.10%-56.5pp | 378.56%-357.0pp |
| Employer contribution / active EE | $3,873 | $1,846+109.8% | $2,854+35.7% | $2,148+80.3% |
| Participant deferral / active EE | $5,483 | $2,625+108.9% | $3,885+41.1% | $3,539+54.9% |
| Admin fee / account holder | $184 | $123+49.3% | $5,351-96.6% | $142+29.5% |