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 10-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 | $46,196 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $28,346 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,373 | $185,342-82.0% | $111,297-70.0% | $86,799-61.6% |
| Participation rate | 94.4% | 81.0%+13.4pp | 77.3%+17.1pp | 72.3%+22.1pp |
| Annual return | 17.60% | 500.80%-483.2pp | 54.65%-37.0pp | 97.91%-80.3pp |
| Employer contribution / active EE | $1,369 | $2,246-39.1% | $2,731-49.9% | $2,405-43.1% |
| Participant deferral / active EE | $3,294 | $4,458-26.1% | $4,487-26.6% | $4,131-20.3% |
| Admin fee / account holder | $201 | $255-21.3% | $7,964-97.5% | $170+18.5% |