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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $30,261 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,788 | $86,897+106.9% | $151,611+18.6% | $64,808+177.4% |
| Participation rate | 98.3% | 87.3%+11.0pp | 87.5%+10.8pp | 71.5%+26.8pp |
| Annual return | -17.11% | -3.57%-13.5pp | 3.33%-20.4pp | 32.82%-49.9pp |
| Employer contribution / active EE | $3,973 | $4,010-0.9% | $6,166-35.6% | $2,506+58.5% |
| Participant deferral / active EE | $11,900 | $6,690+77.9% | $8,363+42.3% | $4,310+176.1% |
| Admin fee / account holder | $70 | $153-54.4% | $11,616-99.4% | $188-62.8% |