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 | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,232 | $80,177-69.8% | $123,892-80.4% | $57,658-58.0% |
| Participation rate | 63.6% | 74.4%-10.8pp | 81.4%-17.8pp | 70.2%-6.6pp |
| Annual return | 0.00% | 17.90%-17.9pp | 47.52%-47.5pp | 5.13%-5.1pp |
| Employer contribution / active EE | $387 | $2,913-86.7% | $4,617-91.6% | $1,974-80.4% |
| Participant deferral / active EE | $1,798 | $5,130-65.0% | $5,984-70.0% | $3,061-41.2% |
| Admin fee / account holder | $2 | $106-98.0% | $8,357-100.0% | $95-97.8% |