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 7-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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $8,322 |
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 | $16,052 | $90,590-82.3% | $111,297-85.6% | - |
| Participation rate | 99.0% | 76.1%+22.9pp | 77.3%+21.7pp | - |
| Annual return | 10.90% | 11.74%-0.8pp | 54.65%-43.8pp | - |
| Employer contribution / active EE | $3,278 | $1,916+71.1% | $2,731+20.0% | - |
| Participant deferral / active EE | $3,554 | $4,059-12.4% | $4,487-20.8% | - |
| Admin fee / account holder | $58 | $3,379-98.3% | $7,964-99.3% | - |