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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $13,934 |
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 | $47,416 | $185,342-74.4% | $111,297-57.4% | $86,799-45.4% |
| Participation rate | 83.9% | 81.0%+2.9pp | 77.3%+6.6pp | 72.3%+11.6pp |
| Annual return | 10.74% | 500.80%-490.1pp | 54.65%-43.9pp | 97.91%-87.2pp |
| Employer contribution / active EE | $981 | $2,246-56.3% | $2,731-64.1% | $2,405-59.2% |
| Participant deferral / active EE | $2,380 | $4,458-46.6% | $4,487-47.0% | $4,131-42.4% |
| Admin fee / account holder | $44 | $255-82.7% | $7,964-99.4% | $170-73.9% |