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 | $115,854 |
KORNERSTONE, INC.1 year Filed as: KORNERSTONE INC DBA (K)ORNERSTONE Service code 27 PO BOX 6189 · CHICO, CA 95927 | Advisory (Plan) | $50,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,451 |
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 | $49,842 | $88,122-43.4% | $141,162-64.7% | $67,579-26.2% |
| Participation rate | 93.1% | 76.5%+16.7pp | 82.5%+10.7pp | 71.3%+21.8pp |
| Annual return | 32.79% | 75.40%-42.6pp | 71.39%-38.6pp | 378.56%-345.8pp |
| Employer contribution / active EE | $3,823 | $3,224+18.6% | $4,735-19.3% | $2,148+78.0% |
| Participant deferral / active EE | $11,493 | $5,958+92.9% | $6,709+71.3% | $3,539+224.7% |
| Admin fee / account holder | $221 | $131+68.5% | $10,261-97.9% | $142+55.0% |