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 4-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $59,396 | $111,491-46.7% | $189,513-68.7% | $86,799-31.6% |
| Participation rate | 89.3% | 87.3%+2.0pp | 87.8%+1.5pp | 72.3%+17.0pp |
| Annual return | 0.00% | 83.50%-83.5pp | 555.15%-555.2pp | 97.91%-97.9pp |
| Employer contribution / active EE | $150 | $3,951-96.2% | $6,162-97.6% | $2,405-93.8% |
| Participant deferral / active EE | $581 | $6,437-91.0% | $8,221-92.9% | $4,131-85.9% |
| Admin fee / account holder | $0 | $189-100.0% | $12,045-100.0% | $170-100.0% |