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 | $119,895 |
KORNERSTONE, INC.4+ years Filed as: KORNERSTONE INC DBA (K)ORNERSTONE 4 Service code 27 PO BOX 6189 · CHICO, CA 95927 | Advisory (Plan) | $49,916 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,009 |
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 | $55,449 | $100,801-45.0% | $149,696-63.0% | $73,409-24.5% |
| Participation rate | 95.0% | 77.7%+17.4pp | 82.5%+12.6pp | 72.2%+22.9pp |
| Annual return | 16.85% | 265.34%-248.5pp | 276.60%-259.8pp | 59.29%-42.4pp |
| Employer contribution / active EE | $1,156 | $3,312-65.1% | $4,644-75.1% | $2,234-48.3% |
| Participant deferral / active EE | $10,051 | $6,404+56.9% | $6,842+46.9% | $3,805+164.1% |
| Admin fee / account holder | $213 | $181+17.9% | $9,309-97.7% | $158+35.0% |