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 | $32,178 |
Filed as: PINNACLE PENSION CONSULTANTS Service code 27 1492 HIGHLAND AVE STE 9 · NEEDHAM, MA 02492 | Advisory (Plan) | $28,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,588 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,266 | $64,286-15.6% | $90,951-40.3% | $73,409-26.1% |
| Participation rate | 94.9% | 63.6%+31.3pp | 69.0%+25.9pp | 72.2%+22.7pp |
| Annual return | 19.56% | 21.45%-1.9pp | 134.60%-115.0pp | 59.29%-39.7pp |
| Employer contribution / active EE | $1,114 | $895+24.6% | $2,122-47.5% | $2,234-50.1% |
| Participant deferral / active EE | $4,559 | $2,453+85.9% | $3,373+35.2% | $3,805+19.8% |
| Admin fee / account holder | $139 | $287-51.4% | $5,959-97.7% | $158-11.7% |