See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,929 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,618 | $56,485-3.3% | $185,823-70.6% | $86,799-37.1% |
| Participation rate | 99.2% | 65.5%+33.8pp | 81.7%+17.5pp | 72.3%+27.0pp |
| Annual return | 13.00% | 118.04%-105.0pp | 122.05%-109.1pp | 97.91%-84.9pp |
| Employer contribution / active EE | $3,365 | $1,843+82.6% | $5,167-34.9% | $2,405+39.9% |
| Participant deferral / active EE | $2,625 | $2,553+2.8% | $5,568-52.8% | $4,131-36.4% |
| Admin fee / account holder | $50 | $150-66.6% | $16,237-99.7% | $170-70.5% |