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 | $18,778 |
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 | $135,744 | $59,263+129.1% | $96,562+40.6% | $79,386+71.0% |
| Participation rate | 99.4% | 61.9%+37.5pp | 69.8%+29.6pp | 70.7%+28.7pp |
| Annual return | 16.26% | 27.07%-10.8pp | 37.78%-21.5pp | 116.85%-100.6pp |
| Employer contribution / active EE | $3,429 | $1,216+182.1% | $2,356+45.5% | $2,427+41.3% |
| Participant deferral / active EE | $6,523 | $2,948+121.3% | $3,849+69.5% | $4,046+61.2% |
| Admin fee / account holder | $304 | $658-53.9% | $6,181-95.1% | $626-51.5% |