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 | $50 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,058 | $73,823-64.7% | $379,746-93.1% | $73,488-64.5% |
| Participation rate | 97.3% | 73.1%+24.2pp | 78.4%+18.9pp | 70.7%+26.6pp |
| Annual return | 17.68% | 29.06%-11.4pp | 34.90%-17.2pp | 28.51%-10.8pp |
| Employer contribution / active EE | $1,174 | $2,472-52.5% | $3,540-66.8% | $2,270-48.3% |
| Participant deferral / active EE | $4,219 | $4,038+4.5% | $6,024-30.0% | $3,740+12.8% |
| Admin fee / account holder | $124 | $607-79.7% | $7,927-98.4% | $513-75.9% |