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 | $4,910 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,690 | $58,927-75.1% | $76,817-80.9% | $72,985-79.9% |
| Participation rate | 96.4% | 67.3%+29.1pp | 72.1%+24.3pp | 69.5%+26.9pp |
| Annual return | 15.52% | 2305.64%-2290.1pp | 1166.11%-1150.6pp | 81.00%-65.5pp |
| Employer contribution / active EE | $3,552 | $1,787+98.8% | $2,302+54.3% | $2,440+45.6% |
| Participant deferral / active EE | $2,833 | $2,690+5.3% | $3,336-15.1% | $3,607-21.5% |
| Admin fee / account holder | $1,453 | $4,013-63.8% | $6,420-77.4% | $5,124-71.6% |