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 | $22,696 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $20,746 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,201 | $89,904-63.1% | $453,369-92.7% | $86,799-61.7% |
| Participation rate | 98.0% | 75.7%+22.3pp | 78.0%+20.0pp | 72.3%+25.7pp |
| Annual return | 22.25% | 19.72%+2.5pp | 64.40%-42.1pp | 97.91%-75.7pp |
| Employer contribution / active EE | $3,079 | $3,279-6.1% | $4,070-24.3% | $2,405+28.0% |
| Participant deferral / active EE | $5,037 | $5,114-1.5% | $6,209-18.9% | $4,131+21.9% |
| Admin fee / account holder | $126 | $156-18.8% | $11,209-98.9% | $170-25.4% |