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 | $21,234 |
COMMERCE BANK1 year Service code 26 | Advisory (Participants) | $15,277 |
DEBOER & ASSOCIATES, PC3+ years Service code 10 · EIN 47-0836395 | Accounting | $8,796 |
COTTONWOOD ADVISORS, LLC3+ years Service code 27 · EIN 20-4591722 | Advisory (Plan) | $5,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,861 | $55,449-28.1% | $83,848-52.5% | $56,287-29.2% |
| Participation rate | 95.5% | 68.0%+27.5pp | 76.1%+19.4pp | 69.9%+25.7pp |
| Annual return | 8.54% | -1.38%+9.9pp | 850.88%-842.3pp | -9.96%+18.5pp |
| Employer contribution / active EE | $1,768 | $2,430-27.3% | $3,631-51.3% | $2,111-16.3% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $451 | $656-31.2% | $5,478-91.8% | $521-13.4% |