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 |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 · EIN 04-2675571 | Advisory (Plan) | $68,554 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,649 |
Filed as: ADVISED ASSET GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,878 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,545 | $69,362+0.3% | $101,248-31.3% | $73,488-5.4% |
| Participation rate | 90.5% | 68.4%+22.1pp | 75.8%+14.7pp | 70.7%+19.8pp |
| Annual return | 16.40% | 18.46%-2.1pp | 46.47%-30.1pp | 28.51%-12.1pp |
| Employer contribution / active EE | $2,208 | $2,628-16.0% | $3,660-39.7% | $2,270-2.7% |
| Participant deferral / active EE | $5,709 | $3,300+73.0% | $4,370+30.6% | $3,740+52.7% |
| Admin fee / account holder | $265 | $704-62.3% | $5,945-95.5% | $513-48.3% |