See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,861 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,211 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,901 | $104,475-66.6% | $159,436-78.1% | $79,386-56.0% |
| Participation rate | 65.2% | 76.6%-11.5pp | 82.8%-17.7pp | 70.7%-5.6pp |
| Annual return | 13.28% | 67.95%-54.7pp | 263.57%-250.3pp | 116.85%-103.6pp |
| Employer contribution / active EE | $2,883 | $3,417-15.6% | $4,829-40.3% | $2,427+18.8% |
| Participant deferral / active EE | $5,202 | $6,467-19.6% | $7,352-29.2% | $4,046+28.6% |
| Admin fee / account holder | $153 | $711-78.5% | $10,799-98.6% | $626-75.6% |