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 | $11,241 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,385 | $70,428-24.2% | $96,562-44.7% | $85,850-37.8% |
| Participation rate | 84.1% | 61.8%+22.3pp | 69.8%+14.3pp | 69.3%+14.8pp |
| Annual return | 16.60% | 18.59%-2.0pp | 37.78%-21.2pp | 318.53%-301.9pp |
| Employer contribution / active EE | $1,555 | $1,413+10.0% | $2,356-34.0% | $2,565-39.4% |
| Participant deferral / active EE | $5,159 | $2,894+78.3% | $3,849+34.0% | $3,952+30.6% |
| Admin fee / account holder | $141 | $4,997-97.2% | $6,181-97.7% | $6,260-97.7% |