See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,556 |
SHERIDAN ROAD ADVISORS LLC3 years Filed as: HUB INTERNATIONAL INVESTMENT ADVISO Service code 27 300 N LASALLE ST 17TH FL · CHICAGO, IL 60654 | Advisory (Plan) | $40,667 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,834 | $52,293+10.6% | $178,490-67.6% | $73,409-21.2% |
| Participation rate | 46.0% | 65.3%-19.4pp | 81.9%-36.0pp | 72.2%-26.2pp |
| Annual return | 14.03% | 34.75%-20.7pp | 151.07%-137.0pp | 59.29%-45.3pp |
| Employer contribution / active EE | $1,359 | $1,735-21.7% | $5,011-72.9% | $2,234-39.2% |
| Participant deferral / active EE | $2,579 | $2,332+10.6% | $5,202-50.4% | $3,805-32.2% |
| Admin fee / account holder | $214 | $127+68.2% | $13,984-98.5% | $158+35.7% |