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 | $41,332 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $22,889 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,743 |
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 | $19,525 | $35,123-44.4% | $93,406-79.1% | $73,409-73.4% |
| Participation rate | 93.2% | 68.3%+25.0pp | 66.8%+26.4pp | 72.2%+21.0pp |
| Annual return | 14.15% | 18.89%-4.7pp | 78.05%-63.9pp | 59.29%-45.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,075-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,035 | $2,249-9.5% | $3,126-34.9% | $3,805-46.5% |
| Admin fee / account holder | $122 | $108+13.0% | $5,230-97.7% | $158-22.6% |