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 | $3,694 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,758 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,205 | $66,310-62.0% | $93,606-73.1% | $65,185-61.3% |
| Participation rate | 22.5% | 74.0%-51.4pp | 75.8%-53.3pp | 70.2%-47.7pp |
| Annual return | 19.46% | 42.58%-23.1pp | 32.76%-13.3pp | 29.38%-9.9pp |
| Employer contribution / active EE | $898 | $2,012-55.4% | $2,718-66.9% | $2,177-58.7% |
| Participant deferral / active EE | $1,194 | $3,342-64.3% | $4,069-70.7% | $3,514-66.0% |
| Admin fee / account holder | $227 | $6,897-96.7% | $7,888-97.1% | $847-73.2% |