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 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $64,607 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,873 |
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 | $78,087 | $65,435+19.3% | $86,677-9.9% | $66,914+16.7% |
| Participation rate | 86.4% | 75.5%+11.0pp | 76.6%+9.8pp | 69.8%+16.6pp |
| Annual return | -14.07% | -10.89%-3.2pp | 35.91%-50.0pp | 1.58%-15.6pp |
| Employer contribution / active EE | $1,549 | $2,153-28.0% | $2,836-45.4% | $2,544-39.1% |
| Participant deferral / active EE | $5,295 | $4,100+29.1% | $4,656+13.7% | $4,237+25.0% |
| Admin fee / account holder | $353 | $642-44.9% | $7,493-95.3% | $593-40.5% |