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 3-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 27 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $201,179 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,568 | $69,823-33.3% | $77,163-39.7% | $74,419-37.4% |
| Participation rate | 95.3% | 70.0%+25.3pp | 69.6%+25.8pp | 70.7%+24.6pp |
| Annual return | 14.00% | 19.98%-6.0pp | 37.87%-23.9pp | 34.38%-20.4pp |
| Employer contribution / active EE | $1,941 | $2,150-9.7% | $2,535-23.4% | $2,637-26.4% |
| Participant deferral / active EE | $4,385 | $3,558+23.3% | $3,833+14.4% | $4,528-3.2% |
| Admin fee / account holder | $167 | $398-58.1% | $5,472-97.0% | $348-52.1% |