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 | $44,216 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $21,420 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,453 |
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 | $44,403 | $70,908-37.4% | $98,907-55.1% | $73,488-39.6% |
| Participation rate | 97.1% | 73.8%+23.3pp | 76.0%+21.1pp | 70.7%+26.4pp |
| Annual return | 15.76% | 34.17%-18.4pp | 196.43%-180.7pp | 28.51%-12.8pp |
| Employer contribution / active EE | $2,621 | $2,036+28.7% | $2,689-2.5% | $2,270+15.4% |
| Participant deferral / active EE | $4,348 | $3,500+24.2% | $4,244+2.4% | $3,740+16.3% |
| Admin fee / account holder | $269 | $535-49.8% | $6,642-96.0% | $513-47.6% |