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 | $23,862 |
Service code 27 411 30TH ST 2ND FL · OAKLAND, CA 94609 | Advisory (Plan) | $17,114 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,619 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,519 | $111,608-78.9% | $177,821-86.8% | $73,409-68.0% |
| Participation rate | 90.3% | 87.9%+2.5pp | 87.7%+2.6pp | 72.2%+18.1pp |
| Annual return | 21.24% | 18.23%+3.0pp | 48.32%-27.1pp | 59.29%-38.1pp |
| Employer contribution / active EE | $481 | $3,796-87.3% | $5,918-91.9% | $2,234-78.5% |
| Participant deferral / active EE | $4,365 | $6,199-29.6% | $7,714-43.4% | $3,805+14.7% |
| Admin fee / account holder | $126 | $166-24.0% | $12,427-99.0% | $158-20.3% |