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 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,836 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $402,928 | $123,793+225.5% | $177,821+126.6% | $79,858+404.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 13.19% | 22.82%-9.6pp | 48.32%-35.1pp | 31.71%-18.5pp |
| Employer contribution / active EE | $21,838 | $4,095+433.2% | $5,918+269.0% | $2,471+783.8% |
| Participant deferral / active EE | $21,838 | $5,956+266.6% | $7,714+183.1% | $3,740+483.9% |
| Admin fee / account holder | $96 | $7,243-98.7% | $12,427-99.2% | $5,306-98.2% |