See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,505 |
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 | $36,175 | $58,101-37.7% | $118,925-69.6% | $73,409-50.7% |
| Participation rate | 38.4% | 56.1%-17.7pp | 75.4%-36.9pp | 72.2%-33.7pp |
| Annual return | 18.67% | 20.56%-1.9pp | 35.88%-17.2pp | 59.29%-40.6pp |
| Employer contribution / active EE | $1,056 | $1,445-26.9% | $3,263-67.6% | $2,234-52.7% |
| Participant deferral / active EE | $2,951 | $2,400+23.0% | $4,265-30.8% | $3,805-22.5% |
| Admin fee / account holder | $21 | $138-85.1% | $6,581-99.7% | $158-87.0% |