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 6-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 | $1,200 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $643 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $20 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,867 | $62,723-33.3% | $142,863-70.7% | $86,799-51.8% |
| Participation rate | 23.9% | 62.6%-38.7pp | 71.9%-48.0pp | 72.3%-48.4pp |
| Annual return | 18.74% | 17.62%+1.1pp | 5637.54%-5618.8pp | 97.91%-79.2pp |
| Employer contribution / active EE | $574 | $1,627-64.7% | $4,144-86.2% | $2,405-76.2% |
| Participant deferral / active EE | $958 | $3,039-68.5% | $3,837-75.0% | $4,131-76.8% |
| Admin fee / account holder | $14 | $140-90.3% | $6,560-99.8% | $170-92.0% |