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 9-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 | $16,069 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,877 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,145 | $86,286+21.9% | $111,297-5.5% | $85,850+22.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 15.64% | 19.99%-4.3pp | 54.65%-39.0pp | 318.53%-302.9pp |
| Employer contribution / active EE | $2,837 | $2,043+38.8% | $2,731+3.9% | $2,565+10.6% |
| Participant deferral / active EE | $9,856 | $3,641+170.7% | $4,487+119.6% | $3,952+149.4% |
| Admin fee / account holder | $150 | $8,188-98.2% | $7,964-98.1% | $6,260-97.6% |