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 | $822 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,865 | $104,317+93.5% | $159,436+26.6% | $86,799+132.6% |
| Participation rate | 96.6% | 77.7%+18.9pp | 82.8%+13.8pp | 72.3%+24.3pp |
| Annual return | 19.30% | 26.32%-7.0pp | 263.57%-244.3pp | 97.91%-78.6pp |
| Employer contribution / active EE | $8,594 | $3,451+149.0% | $4,829+78.0% | $2,405+257.3% |
| Participant deferral / active EE | $10,672 | $6,837+56.1% | $7,352+45.2% | $4,131+158.3% |
| Admin fee / account holder | $3 | $172-98.3% | $10,799-100.0% | $170-98.3% |