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 | $33,781 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $19,018 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,160 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,520 | $74,347-58.9% | $93,606-67.4% | $67,579-54.8% |
| Participation rate | 93.5% | 80.6%+12.9pp | 75.8%+17.7pp | 71.3%+22.2pp |
| Annual return | 21.35% | 28.07%-6.7pp | 32.76%-11.4pp | 378.56%-357.2pp |
| Employer contribution / active EE | $2,126 | $2,583-17.7% | $2,718-21.8% | $2,148-1.0% |
| Participant deferral / active EE | $3,372 | $4,060-16.9% | $4,069-17.1% | $3,539-4.7% |
| Admin fee / account holder | $167 | $123+36.2% | $7,888-97.9% | $142+17.4% |