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 |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,709 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $113 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,069 | $48,076-66.6% | $78,689-79.6% | $62,891-74.4% |
| Participation rate | 35.3% | 65.2%-29.9pp | 73.6%-38.3pp | 69.3%-34.0pp |
| Annual return | -10.54% | 31.35%-41.9pp | 62.18%-72.7pp | 20.14%-30.7pp |
| Employer contribution / active EE | $580 | $2,015-71.2% | $2,851-79.6% | $2,281-74.6% |
| Participant deferral / active EE | $1,269 | $2,588-51.0% | $3,517-63.9% | $3,203-60.4% |
| Admin fee / account holder | $57 | $3,207-98.2% | $4,510-98.7% | $4,296-98.7% |