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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,733 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,556 |
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 | $84,330 | $82,130+2.7% | $453,369-81.4% | $79,386+6.2% |
| Participation rate | 53.4% | 73.4%-20.0pp | 78.0%-24.6pp | 70.7%-17.3pp |
| Annual return | 14.27% | 345.31%-331.0pp | 64.40%-50.1pp | 116.85%-102.6pp |
| Employer contribution / active EE | $239 | $2,659-91.0% | $4,070-94.1% | $2,427-90.2% |
| Participant deferral / active EE | $2,604 | $4,314-39.6% | $6,209-58.1% | $4,046-35.6% |
| Admin fee / account holder | $204 | $531-61.6% | $11,209-98.2% | $626-67.5% |