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 9-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 | $22,940 |
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 | $123,067 | $99,985+23.1% | $146,665-16.1% | $85,850+43.4% |
| Participation rate | 88.4% | 73.1%+15.3pp | 80.1%+8.3pp | 69.3%+19.1pp |
| Annual return | 11.17% | 18.93%-7.8pp | 22.74%-11.6pp | 318.53%-307.4pp |
| Employer contribution / active EE | $2,712 | $2,559+6.0% | $4,136-34.4% | $2,565+5.7% |
| Participant deferral / active EE | $8,781 | $4,006+119.2% | $5,506+59.5% | $3,952+122.2% |
| Admin fee / account holder | $230 | $7,702-97.0% | $10,280-97.8% | $6,260-96.3% |