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 | $37,511 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,055 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,493 | $185,342-63.0% | $111,297-38.5% | $86,799-21.1% |
| Participation rate | 64.2% | 81.0%-16.8pp | 77.3%-13.1pp | 72.3%-8.1pp |
| Annual return | 14.27% | 500.80%-486.5pp | 54.65%-40.4pp | 97.91%-83.6pp |
| Employer contribution / active EE | $1,512 | $2,246-32.7% | $2,731-44.6% | $2,405-37.1% |
| Participant deferral / active EE | $3,434 | $4,458-23.0% | $4,487-23.5% | $4,131-16.9% |
| Admin fee / account holder | $95 | $255-63.0% | $7,964-98.8% | $170-44.2% |