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 | $30,419 |
TRUSTMARK NATIONAL BANK6+ years Service code 25 248 E CAPITOL ST STE 580 · JACKSON, MS 39201 | Directed Trustee | $17,327 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,657 | $52,293-50.9% | $178,490-85.6% | $73,409-65.0% |
| Participation rate | 49.5% | 65.3%-15.9pp | 81.9%-32.5pp | 72.2%-22.7pp |
| Annual return | 12.06% | 34.75%-22.7pp | 151.07%-139.0pp | 59.29%-47.2pp |
| Employer contribution / active EE | $568 | $1,735-67.3% | $5,011-88.7% | $2,234-74.6% |
| Participant deferral / active EE | $1,256 | $2,332-46.1% | $5,202-75.8% | $3,805-67.0% |
| Admin fee / account holder | $283 | $127+122.4% | $13,984-98.0% | $158+79.4% |