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 | $36,481 |
STIFEL NICOLAUS & CO INC2 years Service code 55 501 N BROADWAY · ST LOUIS, MO 63102 | Other Commissions | $19,824 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,344 |
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 | $25,801 | $79,519-67.6% | $95,952-73.1% | $73,409-64.9% |
| Participation rate | 74.3% | 81.2%-6.8pp | 77.1%-2.7pp | 72.2%+2.2pp |
| Annual return | 15.28% | 19.20%-3.9pp | 91.61%-76.3pp | 59.29%-44.0pp |
| Employer contribution / active EE | $1,618 | $2,048-21.0% | $2,541-36.3% | $2,234-27.6% |
| Participant deferral / active EE | $2,087 | $4,138-49.6% | $4,167-49.9% | $3,805-45.2% |
| Admin fee / account holder | $107 | $184-42.0% | $6,795-98.4% | $158-32.3% |