See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,880 |
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 | $75,815 | $84,936-10.7% | $111,297-31.9% | $79,386-4.5% |
| Participation rate | 96.4% | 75.9%+20.6pp | 77.3%+19.1pp | 70.7%+25.7pp |
| Annual return | 11.64% | 17.45%-5.8pp | 54.65%-43.0pp | 116.85%-105.2pp |
| Employer contribution / active EE | $2,426 | $1,979+22.6% | $2,731-11.2% | $2,4270% |
| Participant deferral / active EE | $4,276 | $3,888+10.0% | $4,487-4.7% | $4,046+5.7% |
| Admin fee / account holder | $36 | $537-93.4% | $7,964-99.6% | $626-94.3% |