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 | $17,889 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,344 | $65,041+14.3% | $90,951-18.3% | $79,858-6.9% |
| Participation rate | 77.3% | 61.6%+15.7pp | 69.0%+8.3pp | 69.6%+7.7pp |
| Annual return | 17.98% | 30.45%-12.5pp | 134.60%-116.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,315 | $1,247+5.5% | $2,122-38.0% | $2,471-46.8% |
| Participant deferral / active EE | $3,275 | $2,512+30.4% | $3,373-2.9% | $3,740-12.4% |
| Admin fee / account holder | $182 | $4,536-96.0% | $5,959-97.0% | $5,306-96.6% |