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 |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,286 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC Service code 55 11225 N COMMUNITY HOUSE RD · CHARLOTTE, NC 28277 | Other Commissions | $20,164 |
ZENO POCKL LILLY AND COPELAND AC1+ years Service code 10 980 NATIONAL ROAD · WHEELING, WV 26003 | Accounting | $6,747 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $867 |
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 | $76,700 | $82,032-6.5% | $123,104-37.7% | $59,632+28.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -0.60% | 5.12%-5.7pp | 13.22%-13.8pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $3,868 | $3,297+17.3% | $5,151-24.9% | $2,203+75.6% |
| Participant deferral / active EE | $2,658 | $4,667-43.1% | $6,230-57.3% | $3,192-16.7% |
| Admin fee / account holder | $237 | $5,881-96.0% | $9,015-97.4% | $4,297-94.5% |