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 5-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 | $255,435 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,627 | $112,134-93.2% | $149,718-94.9% | $80,976-90.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.1%+12.9pp | 68.3%+31.7pp |
| Annual return | 20.49% | 17.23%+3.3pp | 1501.63%-1481.1pp | 22.91%-2.4pp |
| Employer contribution / active EE | $3,315 | $3,991-16.9% | $5,445-39.1% | $2,402+38.0% |
| Participant deferral / active EE | $0 | $6,036-100.0% | $6,569-100.0% | $3,848-100.0% |
| Admin fee / account holder | $20 | $109-82.1% | $11,283-99.8% | $67-71.0% |