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 | $23,311 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,431 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $91 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,841 | $79,519-24.7% | $95,952-37.6% | $73,409-18.5% |
| Participation rate | 62.4% | 81.2%-18.7pp | 77.1%-14.6pp | 72.2%-9.7pp |
| Annual return | 13.90% | 19.20%-5.3pp | 91.61%-77.7pp | 59.29%-45.4pp |
| Employer contribution / active EE | $1,498 | $2,048-26.9% | $2,541-41.1% | $2,234-33.0% |
| Participant deferral / active EE | $3,456 | $4,138-16.5% | $4,167-17.1% | $3,805-9.2% |
| Admin fee / account holder | $58 | $184-68.6% | $6,795-99.1% | $158-63.3% |