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 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $5,444 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,838 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $143 |
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 | $25,398 | $49,138-48.3% | $84,015-69.8% | $65,185-61.0% |
| Participation rate | 83.5% | 60.7%+22.8pp | 69.0%+14.5pp | 70.2%+13.3pp |
| Annual return | 24.50% | 23.00%+1.5pp | 71.31%-46.8pp | 29.38%-4.9pp |
| Employer contribution / active EE | $402 | $914-56.0% | $1,983-79.7% | $2,177-81.5% |
| Participant deferral / active EE | $2,137 | $2,397-10.9% | $3,239-34.0% | $3,514-39.2% |
| Admin fee / account holder | $41 | $543-92.5% | $6,101-99.3% | $847-95.2% |