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 | $20,726 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,302 | $79,428-69.4% | $106,548-77.2% | $79,386-69.4% |
| Participation rate | 93.6% | 74.1%+19.4pp | 76.1%+17.4pp | 70.7%+22.9pp |
| Annual return | 9.94% | 18.27%-8.3pp | 26.80%-16.9pp | 116.85%-106.9pp |
| Employer contribution / active EE | $2,199 | $2,234-1.6% | $2,819-22.0% | $2,427-9.4% |
| Participant deferral / active EE | $1,810 | $3,823-52.7% | $4,398-58.8% | $4,046-55.3% |
| Admin fee / account holder | $82 | $523-84.4% | $7,407-98.9% | $626-87.0% |