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 | $18,884 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,147 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,889 | $81,474+15.2% | $133,956-29.9% | $73,488+27.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 23.59% | 19.40%+4.2pp | 45.09%-21.5pp | 28.51%-4.9pp |
| Employer contribution / active EE | $9,740 | $2,209+340.9% | $3,919+148.6% | $2,270+329.1% |
| Participant deferral / active EE | $9,123 | $3,786+141.0% | $5,048+80.7% | $3,740+144.0% |
| Admin fee / account holder | $150 | $713-79.0% | $8,927-98.3% | $513-70.8% |