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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,688 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,557 | $54,573+111.7% | $90,951+27.1% | $73,488+57.2% |
| Participation rate | 99.4% | 61.2%+38.3pp | 69.0%+30.4pp | 70.7%+28.7pp |
| Annual return | 16.57% | 16.69%-0.1pp | 134.60%-118.0pp | 28.51%-11.9pp |
| Employer contribution / active EE | $2,843 | $991+186.8% | $2,122+34.0% | $2,270+25.3% |
| Participant deferral / active EE | $5,330 | $2,517+111.8% | $3,373+58.0% | $3,740+42.5% |
| Admin fee / account holder | $305 | $521-41.6% | $5,959-94.9% | $513-40.6% |