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 | $135,990 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $70,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,919 | $50,815-51.0% | $155,509-84.0% | $77,643-67.9% |
| Participation rate | 78.4% | 63.1%+15.3pp | 78.2%+0.2pp | 70.6%+7.8pp |
| Annual return | 13.21% | 34.80%-21.6pp | 64.67%-51.5pp | 31.24%-18.0pp |
| Employer contribution / active EE | $1,103 | $1,993-44.6% | $4,672-76.4% | $2,726-59.5% |
| Participant deferral / active EE | $2,866 | $2,822+1.6% | $5,626-49.1% | $4,647-38.3% |
| Admin fee / account holder | $147 | $437-66.2% | $15,912-99.1% | $430-65.7% |