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 | $33,980 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $28,271 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,743 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,691 | $84,936-12.1% | $111,297-32.9% | $79,386-5.9% |
| Participation rate | 85.0% | 75.9%+9.2pp | 77.3%+7.7pp | 70.7%+14.3pp |
| Annual return | 9.33% | 17.45%-8.1pp | 54.65%-45.3pp | 116.85%-107.5pp |
| Employer contribution / active EE | $2,605 | $1,979+31.6% | $2,731-4.6% | $2,427+7.3% |
| Participant deferral / active EE | $4,401 | $3,888+13.2% | $4,487-1.9% | $4,046+8.8% |
| Admin fee / account holder | $255 | $537-52.5% | $7,964-96.8% | $626-59.3% |