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 6-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 | $16,005 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $624 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,636 | $98,750-56.8% | $149,696-71.5% | $79,858-46.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 22.40% | 27.43%-5.0pp | 276.60%-254.2pp | 31.71%-9.3pp |
| Employer contribution / active EE | $4,655 | $3,216+44.7% | $4,644+0.2% | $2,471+88.4% |
| Participant deferral / active EE | $9,478 | $5,680+66.9% | $6,842+38.5% | $3,740+153.4% |
| Admin fee / account holder | $151 | $6,053-97.5% | $9,309-98.4% | $5,306-97.2% |