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) | $67,504 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,561 |
Filed as: ADVISED ASSET GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,160 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,265 | $77,660-0.5% | $109,143-29.2% | $79,386-2.7% |
| Participation rate | 83.7% | 67.8%+15.9pp | 75.9%+7.8pp | 70.7%+12.9pp |
| Annual return | 16.17% | 23.44%-7.3pp | 25.75%-9.6pp | 116.85%-100.7pp |
| Employer contribution / active EE | $2,256 | $2,797-19.4% | $3,722-39.4% | $2,427-7.1% |
| Participant deferral / active EE | $6,102 | $3,518+73.5% | $4,653+31.1% | $4,046+50.8% |
| Admin fee / account holder | $256 | $732-65.1% | $6,752-96.2% | $626-59.2% |