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 6-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 | $12,159 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,741 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,302 | $73,638-19.5% | $95,952-38.2% | $73,488-19.3% |
| Participation rate | 96.7% | 76.2%+20.5pp | 77.1%+19.6pp | 70.7%+26.0pp |
| Annual return | 29.50% | 16.78%+12.7pp | 91.61%-62.1pp | 28.51%+1.0pp |
| Employer contribution / active EE | $4,290 | $1,863+130.2% | $2,541+68.8% | $2,270+89.0% |
| Participant deferral / active EE | $8,105 | $3,617+124.1% | $4,167+94.5% | $3,740+116.8% |
| Admin fee / account holder | $101 | $482-79.1% | $6,795-98.5% | $513-80.4% |