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 | $40,259 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,011 | $46,100-17.5% | $86,590-56.1% | $69,631-45.4% |
| Participation rate | 88.6% | 67.2%+21.4pp | 73.5%+15.1pp | 70.7%+17.9pp |
| Annual return | 45.04% | 21.02%+24.0pp | 964.84%-919.8pp | 27571.02%-27526.0pp |
| Employer contribution / active EE | $2,816 | $1,850+52.2% | $2,839-0.8% | $2,032+38.6% |
| Participant deferral / active EE | $4,985 | $2,432+105.0% | $3,609+38.1% | $3,224+54.6% |
| Admin fee / account holder | $66 | $94-29.9% | $4,906-98.7% | $110-40.4% |