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 7-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 | $19,611 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,166 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $70,021 | $73,823-5.2% | $379,746-81.6% | $73,488-4.7% |
| Participation rate | 52.0% | 73.1%-21.1pp | 78.4%-26.4pp | 70.7%-18.7pp |
| Annual return | 15.16% | 29.06%-13.9pp | 34.90%-19.7pp | 28.51%-13.4pp |
| Employer contribution / active EE | $236 | $2,472-90.5% | $3,540-93.3% | $2,270-89.6% |
| Participant deferral / active EE | $2,324 | $4,038-42.4% | $6,024-61.4% | $3,740-37.8% |
| Admin fee / account holder | $141 | $607-76.7% | $7,927-98.2% | $513-72.5% |