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 | $784,040 |
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 | $136,270 | $139,268-2.2% | $177,821-23.4% | $106,222+28.3% |
| Participation rate | 97.3% | 91.6%+5.8pp | 87.7%+9.6pp | 70.8%+26.5pp |
| Annual return | 12.27% | 17.20%-4.9pp | 48.32%-36.1pp | 21.69%-9.4pp |
| Employer contribution / active EE | $5,082 | $4,832+5.2% | $5,918-14.1% | $2,723+86.6% |
| Participant deferral / active EE | $5,603 | $7,227-22.5% | $7,714-27.4% | $4,600+21.8% |
| Admin fee / account holder | $22 | $97-77.1% | $12,427-99.8% | $78-71.6% |