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 | $1,159,361 |
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 | $109,868 | $112,134-2.0% | $149,718-26.6% | $80,976+35.7% |
| Participation rate | 97.2% | 87.3%+9.9pp | 87.1%+10.1pp | 68.3%+28.9pp |
| Annual return | 14.02% | 17.23%-3.2pp | 1501.63%-1487.6pp | 22.91%-8.9pp |
| Employer contribution / active EE | $2,459 | $3,991-38.4% | $5,445-54.8% | $2,402+2.3% |
| Participant deferral / active EE | $4,784 | $6,036-20.8% | $6,569-27.2% | $3,848+24.3% |
| Admin fee / account holder | $33 | $109-69.8% | $11,283-99.7% | $67-51.1% |