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 | $107,765 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,418 | $66,528+17.9% | $86,874-9.7% | $86,799-9.7% |
| Participation rate | 87.8% | 72.4%+15.4pp | 71.6%+16.1pp | 72.3%+15.5pp |
| Annual return | 29.45% | 19.56%+9.9pp | 63.52%-34.1pp | 97.91%-68.5pp |
| Employer contribution / active EE | $2,846 | $2,007+41.8% | $2,495+14.0% | $2,405+18.3% |
| Participant deferral / active EE | $3,025 | $3,240-6.6% | $3,699-18.2% | $4,131-26.8% |
| Admin fee / account holder | $140 | $148-5.5% | $5,828-97.6% | $170-17.5% |