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 | $23,164 |
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 | $97,400 | $70,428+38.3% | $96,562+0.9% | $85,850+13.5% |
| Participation rate | 81.5% | 61.8%+19.7pp | 69.8%+11.7pp | 69.3%+12.2pp |
| Annual return | 9.28% | 18.59%-9.3pp | 37.78%-28.5pp | 318.53%-309.3pp |
| Employer contribution / active EE | $2,801 | $1,413+98.2% | $2,356+18.9% | $2,565+9.2% |
| Participant deferral / active EE | $5,806 | $2,894+100.6% | $3,849+50.9% | $3,952+46.9% |
| Admin fee / account holder | $269 | $4,997-94.6% | $6,181-95.6% | $6,260-95.7% |