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 | $64,127 |
Filed as: COMMONWEALTH EQUITY SERVICES DBA Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $13,750 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,616 |
THE ANGELL PENSION GROUP, INC.5+ years Service code 13 88 BOYD AVE. · EAST PROVIDENCE, RI 02914 | Contract Administrator | $13,042 |
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 | $101,198 | $73,404+37.9% | $87,100+16.2% | $67,579+49.7% |
| Participation rate | 97.7% | 80.9%+16.8pp | 76.9%+20.8pp | 71.3%+26.4pp |
| Annual return | 24.17% | 48.29%-24.1pp | 28.19%-4.0pp | 378.56%-354.4pp |
| Employer contribution / active EE | $2,520 | $2,014+25.1% | $2,521-0.1% | $2,148+17.3% |
| Participant deferral / active EE | $9,047 | $3,913+131.2% | $4,049+123.5% | $3,539+155.6% |
| Admin fee / account holder | $183 | $142+29.1% | $7,497-97.6% | $142+28.5% |