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 | $2,500 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,181 | $65,376-0.3% | $87,100-25.2% | $65,1850% |
| Participation rate | 53.2% | 75.3%-22.2pp | 76.9%-23.7pp | 70.2%-17.0pp |
| Annual return | 30.81% | 31.27%-0.5pp | 28.19%+2.6pp | 29.38%+1.4pp |
| Employer contribution / active EE | $1,509 | $1,822-17.2% | $2,521-40.2% | $2,177-30.7% |
| Participant deferral / active EE | $3,139 | $3,388-7.3% | $4,049-22.5% | $3,514-10.7% |
| Admin fee / account holder | $33 | $520-93.6% | $7,497-99.6% | $847-96.1% |