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 | $0 |
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 | $60,386 | $62,581-3.5% | $124,672-51.6% | $86,799-30.4% |
| Participation rate | 43.3% | 56.9%-13.6pp | 74.6%-31.3pp | 72.3%-29.0pp |
| Annual return | 12.53% | 26.67%-14.1pp | 5142.93%-5130.4pp | 97.91%-85.4pp |
| Employer contribution / active EE | $438 | $1,604-72.7% | $3,324-86.8% | $2,405-81.8% |
| Participant deferral / active EE | $1,646 | $2,725-39.6% | $4,614-64.3% | $4,131-60.2% |
| Admin fee / account holder | $82 | $170-51.7% | $7,493-98.9% | $170-51.7% |