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 | $15,938 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,618 | $111,608-5.4% | $177,821-40.6% | $73,409+43.9% |
| Participation rate | 97.0% | 87.9%+9.1pp | 87.7%+9.3pp | 72.2%+24.8pp |
| Annual return | 30.16% | 18.23%+11.9pp | 48.32%-18.2pp | 59.29%-29.1pp |
| Employer contribution / active EE | $4,457 | $3,796+17.4% | $5,918-24.7% | $2,234+99.5% |
| Participant deferral / active EE | $10,346 | $6,199+66.9% | $7,714+34.1% | $3,805+171.9% |
| Admin fee / account holder | $32 | $166-80.6% | $12,427-99.7% | $158-79.7% |