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 4-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 |
|---|---|---|
CDP FINANCIAL GROUP, LLC1 year Service code 26 · EIN 45-4149114 26 W. DRY CREEK CIR. #460 · LITTLETON, CO 80120 | Advisory (Participants) | $17,358 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,966 | $52,406-8.5% | $129,207-62.9% | $74,495-35.6% |
| Participation rate | 64.3% | 53.8%+10.5pp | 69.6%-5.4pp | 67.2%-2.9pp |
| Annual return | 17.88% | 15.66%+2.2pp | 9417.33%-9399.4pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $3,482 | $1,531+127.5% | $4,153-16.2% | $2,623+32.7% |
| Participant deferral / active EE | $5,846 | $2,794+109.2% | $4,168+40.3% | $4,346+34.5% |
| Admin fee / account holder | $158 | $2,633-94.0% | $7,715-98.0% | $1,942-91.9% |