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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $92,511 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,347 |
HAM, LANGSTON & BREZINA, LLP6 years Filed as: HAM LANGSTON & BREZINA LLP Service code 10 11550 FUQUA STE 475 · HOUSTON, TX 77034 | Accounting | $7,082 |
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 | $65,629 | $142,386-53.9% | $152,466-57.0% | $93,030-29.5% |
| Participation rate | 64.5% | 85.6%-21.1pp | 78.2%-13.7pp | 73.9%-9.4pp |
| Annual return | 13.69% | 18.07%-4.4pp | 757.33%-743.6pp | 158.70%-145.0pp |
| Employer contribution / active EE | $1,415 | $5,485-74.2% | $4,327-67.3% | $2,706-47.7% |
| Participant deferral / active EE | $3,081 | $6,872-55.2% | $5,820-47.1% | $4,562-32.5% |
| Admin fee / account holder | $102 | $108-5.6% | $15,805-99.4% | $152-32.8% |