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 | $6,488 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,159 | $61,052+126.3% | $142,863-3.3% | $79,386+74.0% |
| Participation rate | 78.7% | 60.1%+18.6pp | 71.9%+6.8pp | 70.7%+8.0pp |
| Annual return | 17.86% | 16.02%+1.8pp | 5637.54%-5619.7pp | 116.85%-99.0pp |
| Employer contribution / active EE | $915 | $1,481-38.2% | $4,144-77.9% | $2,427-62.3% |
| Participant deferral / active EE | $2,789 | $2,879-3.2% | $3,837-27.3% | $4,046-31.1% |
| Admin fee / account holder | $49 | $659-92.6% | $6,560-99.3% | $626-92.2% |