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 | $91,692 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,358 | $84,936+167.7% | $111,297+104.3% | $79,386+186.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 10.92% | 17.45%-6.5pp | 54.65%-43.7pp | 116.85%-105.9pp |
| Employer contribution / active EE | $7,096 | $1,979+258.5% | $2,731+159.8% | $2,427+192.3% |
| Participant deferral / active EE | $8,111 | $3,888+108.6% | $4,487+80.8% | $4,046+100.5% |
| Admin fee / account holder | $73 | $537-86.4% | $7,964-99.1% | $626-88.3% |