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 | $800,486 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,150 | $118,441+4.8% | $151,611-18.1% | $89,394+38.9% |
| Participation rate | 96.8% | 88.0%+8.8pp | 87.5%+9.3pp | 71.3%+25.5pp |
| Annual return | -15.09% | -9.10%-6.0pp | 3.33%-18.4pp | -11.89%-3.2pp |
| Employer contribution / active EE | $5,726 | $4,770+20.0% | $6,166-7.1% | $3,022+89.5% |
| Participant deferral / active EE | $5,978 | $7,648-21.8% | $8,363-28.5% | $5,123+16.7% |
| Admin fee / account holder | $20 | $90-78.2% | $11,616-99.8% | $79-75.4% |