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 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,499 | $93,182+72.2% | $146,665+9.4% | $79,386+102.2% |
| Participation rate | 85.0% | 76.4%+8.6pp | 80.1%+4.9pp | 70.7%+14.3pp |
| Annual return | 13.21% | 21.61%-8.4pp | 22.74%-9.5pp | 116.85%-103.6pp |
| Employer contribution / active EE | $2,675 | $2,420+10.6% | $4,136-35.3% | $2,427+10.2% |
| Participant deferral / active EE | $5,633 | $4,169+35.1% | $5,506+2.3% | $4,046+39.2% |
| Admin fee / account holder | $3 | $585-99.4% | $10,280-100.0% | $626-99.4% |