See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $29,914 | $87,733-65.9% | $106,548-71.9% | $85,850-65.2% |
| Participation rate | 98.1% | 71.9%+26.1pp | 76.1%+21.9pp | 69.3%+28.8pp |
| Annual return | 1.12% | 21.86%-20.7pp | 26.80%-25.7pp | 318.53%-317.4pp |
| Employer contribution / active EE | $3,284 | $2,073+58.4% | $2,819+16.5% | $2,565+28.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9 | $6,767-99.9% | $7,407-99.9% | $6,260-99.9% |