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 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,373 | $104,475-23.1% | $159,436-49.6% | $79,386+1.2% |
| Participation rate | 88.8% | 76.6%+12.2pp | 82.8%+6.0pp | 70.7%+18.1pp |
| Annual return | 17.79% | 67.95%-50.2pp | 263.57%-245.8pp | 116.85%-99.1pp |
| Employer contribution / active EE | $1,448 | $3,417-57.6% | $4,829-70.0% | $2,427-40.4% |
| Participant deferral / active EE | $4,588 | $6,467-29.1% | $7,352-37.6% | $4,046+13.4% |
| Admin fee / account holder | $0 | $711-99.9% | $10,799-100.0% | $626-99.9% |