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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,457 |
SAGEPOINT FINANCIAL INC2 years Service code 55 20 EAST THOMAS RD STE 2000 · PHOENIX, AZ 85012 | Other Commissions | $16,450 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,638 | $75,419-47.4% | $392,568-89.9% | $67,579-41.3% |
| Participation rate | 30.2% | 74.8%-44.6pp | 78.1%-47.9pp | 71.3%-41.1pp |
| Annual return | 25.17% | 36.70%-11.5pp | 24.42%+0.8pp | 378.56%-353.4pp |
| Employer contribution / active EE | $228 | $2,636-91.4% | $3,783-94.0% | $2,148-89.4% |
| Participant deferral / active EE | $2,157 | $4,347-50.4% | $5,985-64.0% | $3,539-39.1% |
| Admin fee / account holder | $83 | $114-27.4% | $6,260-98.7% | $142-42.0% |