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 7-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 | $8,808 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,902 | $73,638-85.2% | $95,952-88.6% | $73,488-85.2% |
| Participation rate | 99.3% | 76.2%+23.1pp | 77.1%+22.2pp | 70.7%+28.6pp |
| Annual return | 32.02% | 16.78%+15.2pp | 91.61%-59.6pp | 28.51%+3.5pp |
| Employer contribution / active EE | $2,897 | $1,863+55.5% | $2,541+14.0% | $2,270+27.6% |
| Participant deferral / active EE | $2,893 | $3,617-20.0% | $4,167-30.6% | $3,740-22.6% |
| Admin fee / account holder | $54 | $482-88.7% | $6,795-99.2% | $513-89.4% |