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 | $13,856 |
ALPHA PENSION GROUP, INC.5+ years Service code 27 396 COMMONWEALTH AVE UNIT D 2A · BOSTON, MA 02215 | Advisory (Plan) | $7,500 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $421 |
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 | $25,099 | $31,679-20.8% | $74,701-66.4% | $65,185-61.5% |
| Participation rate | 80.4% | 40.4%+40.0pp | 54.5%+25.9pp | 70.2%+10.2pp |
| Annual return | 23.28% | 39.04%-15.8pp | 752.92%-729.6pp | 29.38%-6.1pp |
| Employer contribution / active EE | $212 | $566-62.5% | $1,084-80.4% | $2,177-90.2% |
| Participant deferral / active EE | $3,394 | $1,191+185.0% | $1,964+72.8% | $3,514-3.4% |
| Admin fee / account holder | $151 | $379-60.0% | $3,333-95.5% | $847-82.1% |