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 | $39,285 |
INFINEX INVESTMENTS INC4 years Service code 55 538 PRESTON AVE · MERIDEN, CT 064504858 | Other Commissions | $20,915 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,784 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,409 | $87,733-15.2% | $106,548-30.2% | $85,850-13.3% |
| Participation rate | 77.6% | 71.9%+5.7pp | 76.1%+1.5pp | 69.3%+8.3pp |
| Annual return | 13.04% | 21.86%-8.8pp | 26.80%-13.8pp | 318.53%-305.5pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,326 | $3,469+24.7% | $4,398-1.6% | $3,952+9.5% |
| Admin fee / account holder | $438 | $6,767-93.5% | $7,407-94.1% | $6,260-93.0% |