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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,367 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 PO BOX 645547 · CINCINNATI, OH 452645547 | Advisory (Plan) | $30,960 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,656 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,793 | $52,293-85.1% | $178,490-95.6% | $73,409-89.4% |
| Participation rate | 57.0% | 65.3%-8.4pp | 81.9%-24.9pp | 72.2%-15.2pp |
| Annual return | 16.91% | 34.75%-17.8pp | 151.07%-134.2pp | 59.29%-42.4pp |
| Employer contribution / active EE | $2,031 | $1,735+17.1% | $5,011-59.5% | $2,234-9.1% |
| Participant deferral / active EE | $319 | $2,332-86.3% | $5,202-93.9% | $3,805-91.6% |
| Admin fee / account holder | $80 | $127-36.9% | $13,984-99.4% | $158-49.1% |