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 | $798 |
Participant contribution per participant 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 | $142,972 | $121,341+17.8% | $189,513-24.6% | $79,386+80.1% |
| Participation rate | 96.6% | 86.1%+10.5pp | 87.8%+8.8pp | 70.7%+25.9pp |
| Annual return | 13.51% | 21.08%-7.6pp | 555.15%-541.6pp | 116.85%-103.3pp |
| Employer contribution / active EE | $7,120 | $3,915+81.9% | $6,162+15.6% | $2,427+193.3% |
| Participant deferral / active EE | $3,483 | $6,395-45.5% | $8,221-57.6% | $4,046-13.9% |
| Admin fee / account holder | $6 | $651-99.1% | $12,045-100.0% | $626-99.0% |