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 | $7,338 |
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 | $74,440 | $44,221+68.3% | $121,196-38.6% | $56,287+32.3% |
| Participation rate | 76.0% | 61.1%+14.9pp | 71.7%+4.2pp | 69.9%+6.1pp |
| Annual return | -4.59% | -3.58%-1.0pp | 16.93%-21.5pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,347 | $1,480-9.0% | $4,022-66.5% | $2,111-36.2% |
| Participant deferral / active EE | $2,907 | $2,521+15.3% | $3,344-13.1% | $3,350-13.2% |
| Admin fee / account holder | $43 | $480-91.1% | $5,019-99.2% | $521-91.8% |