See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,902 |
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 | $92,263 | $59,263+55.7% | $96,562-4.5% | $79,386+16.2% |
| Participation rate | 97.2% | 61.9%+35.3pp | 69.8%+27.4pp | 70.7%+26.5pp |
| Annual return | 10.95% | 27.07%-16.1pp | 37.78%-26.8pp | 116.85%-105.9pp |
| Employer contribution / active EE | $2,736 | $1,216+125.0% | $2,356+16.1% | $2,427+12.7% |
| Participant deferral / active EE | $6,227 | $2,948+111.3% | $3,849+61.8% | $4,046+53.9% |
| Admin fee / account holder | $96 | $658-85.4% | $6,181-98.4% | $626-84.7% |