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 | $767,237 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,433 | $96,381+2.1% | $140,016-29.7% | $73,367+34.2% |
| Participation rate | 98.6% | 90.1%+8.5pp | 87.5%+11.1pp | 69.5%+29.1pp |
| Annual return | -6.35% | -4.30%-2.1pp | 651.12%-657.5pp | 173.45%-179.8pp |
| Employer contribution / active EE | $2,510 | $4,168-39.8% | $5,606-55.2% | $2,499+0.4% |
| Participant deferral / active EE | $4,919 | $6,186-20.5% | $6,927-29.0% | $4,033+22.0% |
| Admin fee / account holder | $14 | $100-86.0% | $10,705-99.9% | $68-79.5% |