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 | $86,988 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $55,332 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,815 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $174,694 | $79,519+119.7% | $95,952+82.1% | $73,409+138.0% |
| Participation rate | 98.9% | 81.2%+17.8pp | 77.1%+21.9pp | 72.2%+26.8pp |
| Annual return | 12.33% | 19.20%-6.9pp | 91.61%-79.3pp | 59.29%-47.0pp |
| Employer contribution / active EE | $7,576 | $2,048+270.0% | $2,541+198.2% | $2,234+239.2% |
| Participant deferral / active EE | $6,588 | $4,138+59.2% | $4,167+58.1% | $3,805+73.1% |
| Admin fee / account holder | $404 | $184+119.0% | $6,795-94.1% | $158+155.7% |