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 | $51,303 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,956 |
THE ANGELL PENSION GROUP, INC.6+ years Service code 13 88 BOYD AVE. · EAST PROVIDENCE, RI 02914 | Contract Administrator | $12,953 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,820 | $79,519+55.7% | $95,952+29.0% | $73,409+68.7% |
| Participation rate | 97.4% | 81.2%+16.3pp | 77.1%+20.4pp | 72.2%+25.3pp |
| Annual return | 17.45% | 19.20%-1.7pp | 91.61%-74.2pp | 59.29%-41.8pp |
| Employer contribution / active EE | $2,628 | $2,048+28.3% | $2,541+3.4% | $2,234+17.7% |
| Participant deferral / active EE | $9,321 | $4,138+125.2% | $4,167+123.7% | $3,805+144.9% |
| Admin fee / account holder | $142 | $184-22.8% | $6,795-97.9% | $158-9.9% |