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 | $22,046 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $20,651 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $392 |
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 | $42,303 | $69,362-39.0% | $101,248-58.2% | $73,488-42.4% |
| Participation rate | 85.9% | 68.4%+17.5pp | 75.8%+10.1pp | 70.7%+15.2pp |
| Annual return | 15.37% | 18.46%-3.1pp | 46.47%-31.1pp | 28.51%-13.1pp |
| Employer contribution / active EE | $885 | $2,628-66.3% | $3,660-75.8% | $2,270-61.0% |
| Participant deferral / active EE | $4,369 | $3,300+32.4% | $4,3700% | $3,740+16.8% |
| Admin fee / account holder | $278 | $704-60.5% | $5,945-95.3% | $513-45.8% |