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 | $3,349 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,838 | $78,422-49.2% | $95,952-58.5% | $79,858-50.1% |
| Participation rate | 89.0% | 73.5%+15.5pp | 77.1%+12.0pp | 69.6%+19.4pp |
| Annual return | 15.51% | 19.37%-3.9pp | 91.61%-76.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,244 | $1,945-36.1% | $2,541-51.1% | $2,471-49.7% |
| Participant deferral / active EE | $2,532 | $3,440-26.4% | $4,167-39.2% | $3,740-32.3% |
| Admin fee / account holder | $3,054 | $5,622-45.7% | $6,795-55.1% | $5,306-42.4% |