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 | $16,554 |
ALPHA PENSION GROUP, INC.6+ years Service code 27 396 COMMONWEALTH AVE UNIT D 2A · BOSTON, MA 02215 | Advisory (Plan) | $7,500 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $746 |
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 | $30,247 | $35,986-15.9% | $77,482-61.0% | $73,488-58.8% |
| Participation rate | 90.3% | 40.8%+49.4pp | 54.2%+36.1pp | 70.7%+19.6pp |
| Annual return | 16.20% | 19.26%-3.1pp | 54.79%-38.6pp | 28.51%-12.3pp |
| Employer contribution / active EE | $192 | $557-65.6% | $986-80.6% | $2,270-91.6% |
| Participant deferral / active EE | $3,202 | $1,198+167.4% | $1,861+72.1% | $3,740-14.4% |
| Admin fee / account holder | $176 | $466-62.2% | $2,858-93.8% | $513-65.7% |