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 | $773,763 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,048 | $121,259+0.7% | $162,163-24.7% | $89,569+36.3% |
| Participation rate | 95.7% | 90.0%+5.6pp | 87.6%+8.1pp | 69.6%+26.1pp |
| Annual return | 26.66% | 22.23%+4.4pp | 115.59%-88.9pp | 34.56%-7.9pp |
| Employer contribution / active EE | $2,661 | $4,435-40.0% | $5,614-52.6% | $2,584+3.0% |
| Participant deferral / active EE | $5,254 | $6,620-20.6% | $7,298-28.0% | $4,220+24.5% |
| Admin fee / account holder | $20 | $101-80.4% | $10,843-99.8% | $72-72.4% |