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 | $41,203 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $837 |
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 | $122,094 | $155,795-21.6% | $136,294-10.4% | $69,631+75.3% |
| Participation rate | 88.8% | 75.2%+13.6pp | 81.9%+6.9pp | 70.7%+18.1pp |
| Annual return | 17.97% | 232464.33%-232446.4pp | 5155.94%-5138.0pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $1,320 | $2,991-55.9% | $4,695-71.9% | $2,032-35.0% |
| Participant deferral / active EE | $6,509 | $5,394+20.7% | $6,247+4.2% | $3,224+101.9% |
| Admin fee / account holder | $116 | $128-9.8% | $9,243-98.7% | $110+4.8% |