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 5-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 | $50 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,164 | $136,307-39.0% | $177,821-53.2% | $73,488+13.2% |
| Participation rate | 74.7% | 86.1%-11.4pp | 87.7%-13.1pp | 70.7%+4.0pp |
| Annual return | 0.00% | 18.68%-18.7pp | 48.32%-48.3pp | 28.51%-28.5pp |
| Employer contribution / active EE | $261 | $3,712-93.0% | $5,918-95.6% | $2,270-88.5% |
| Participant deferral / active EE | $398 | $5,829-93.2% | $7,714-94.8% | $3,740-89.4% |
| Admin fee / account holder | $0 | $596-100.0% | $12,427-100.0% | $513-99.9% |