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 | $16,565 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 PO BOX 645547 · CINCINNATI, OH 452645547 | Advisory (Plan) | $16,093 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,556 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,554 | $70,908-32.9% | $98,907-51.9% | $73,488-35.3% |
| Participation rate | 84.0% | 73.8%+10.3pp | 76.0%+8.0pp | 70.7%+13.4pp |
| Annual return | 12.52% | 34.17%-21.7pp | 196.43%-183.9pp | 28.51%-16.0pp |
| Employer contribution / active EE | $2,174 | $2,036+6.7% | $2,689-19.2% | $2,270-4.2% |
| Participant deferral / active EE | $4,489 | $3,500+28.3% | $4,244+5.8% | $3,740+20.0% |
| Admin fee / account holder | $282 | $535-47.3% | $6,642-95.8% | $513-45.1% |