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 | $4,776 |
Filed as: COLTON GROOME FINANCIAL ADVISORS LL Service code 27 1127B HENDERSONVILLE RD · ASHEVILLE, NC 28803 | Advisory (Plan) | $4,588 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,011 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,489 | $86,286-85.5% | $111,297-88.8% | $85,850-85.5% |
| Participation rate | 95.5% | 73.3%+22.1pp | 77.3%+18.1pp | 69.3%+26.1pp |
| Annual return | 13.02% | 19.99%-7.0pp | 54.65%-41.6pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,887 | $2,043-7.6% | $2,731-30.9% | $2,565-26.4% |
| Participant deferral / active EE | $2,595 | $3,641-28.7% | $4,487-42.2% | $3,952-34.3% |
| Admin fee / account holder | $117 | $8,188-98.6% | $7,964-98.5% | $6,260-98.1% |