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 10-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 | $1,388 |
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 | $26,772 | $74,089-63.9% | $133,980-80.0% | $55,167-51.5% |
| Participation rate | 78.0% | 84.3%-6.3pp | 87.1%-9.1pp | 69.0%+9.0pp |
| Annual return | 23.95% | 12.11%+11.8pp | 29.30%-5.3pp | 169.23%-145.3pp |
| Employer contribution / active EE | $1,413 | $3,064-53.9% | $5,211-72.9% | $1,963-28.0% |
| Participant deferral / active EE | $5,041 | $4,678+7.8% | $6,282-19.7% | $3,054+65.1% |
| Admin fee / account holder | $13 | $458-97.1% | $9,324-99.9% | $504-97.3% |