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 | $29,024 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $14,917 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $169,445 | $65,041+160.5% | $90,951+86.3% | $79,858+112.2% |
| Participation rate | 67.0% | 61.6%+5.4pp | 69.0%-2.0pp | 69.6%-2.6pp |
| Annual return | 17.28% | 30.45%-13.2pp | 134.60%-117.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $2,176 | $1,247+74.5% | $2,122+2.6% | $2,471-11.9% |
| Participant deferral / active EE | $4,419 | $2,512+75.9% | $3,373+31.0% | $3,740+18.1% |
| Admin fee / account holder | $340 | $4,536-92.5% | $5,959-94.3% | $5,306-93.6% |