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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $171,117 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,216 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $440 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,918 | $144,996-10.4% | $111,297+16.7% | $93,030+39.7% |
| Participation rate | 96.7% | 86.2%+10.6pp | 77.3%+19.4pp | 73.9%+22.8pp |
| Annual return | 21.45% | 18.26%+3.2pp | 54.65%-33.2pp | 158.70%-137.2pp |
| Employer contribution / active EE | $3,881 | $3,056+27.0% | $2,731+42.1% | $2,706+43.4% |
| Participant deferral / active EE | $8,064 | $5,587+44.3% | $4,487+79.7% | $4,562+76.7% |
| Admin fee / account holder | $87 | $103-15.7% | $7,964-98.9% | $152-42.5% |