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 | $152,716 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,264 | $30,555+179.0% | $80,716+5.6% | $86,799-1.8% |
| Participation rate | 85.2% | 37.2%+48.0pp | 54.2%+31.0pp | 72.3%+12.9pp |
| Annual return | 12.18% | 30.35%-18.2pp | 87.28%-75.1pp | 97.91%-85.7pp |
| Employer contribution / active EE | $1,074 | $472+127.4% | $1,160-7.4% | $2,405-55.4% |
| Participant deferral / active EE | $3,918 | $1,050+273.3% | $2,146+82.6% | $4,131-5.1% |
| Admin fee / account holder | $214 | $135+58.1% | $3,380-93.7% | $170+26.3% |