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 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $14,616 |
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 | $47,497 | $79,519-40.3% | $95,952-50.5% | $73,409-35.3% |
| Participation rate | 90.6% | 81.2%+9.4pp | 77.1%+13.5pp | 72.2%+18.4pp |
| Annual return | 10.04% | 19.20%-9.2pp | 91.61%-81.6pp | 59.29%-49.3pp |
| Employer contribution / active EE | $972 | $2,048-52.5% | $2,541-61.7% | $2,234-56.5% |
| Participant deferral / active EE | $2,285 | $4,138-44.8% | $4,167-45.2% | $3,805-40.0% |
| Admin fee / account holder | $51 | $184-72.1% | $6,795-99.2% | $158-67.4% |