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 | $27,294 |
AVANTAX INSURANCE AGENCY LLC2 years Filed as: AVANTAX INVESTMENT SERVICES INC DBA Service code 55 3200 OLYMPUS BLVD STE 100 · DALLAS, TX 75019 | Other Commissions | $7,814 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $5,495 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $3,713 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,152 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $99,256 | $86,286+15.0% | $111,297-10.8% | $85,850+15.6% |
| Participation rate | 81.3% | 73.3%+7.9pp | 77.3%+3.9pp | 69.3%+11.9pp |
| Annual return | 5.51% | 19.99%-14.5pp | 54.65%-49.1pp | 318.53%-313.0pp |
| Employer contribution / active EE | $1,577 | $2,043-22.8% | $2,731-42.2% | $2,565-38.5% |
| Participant deferral / active EE | $2,951 | $3,641-19.0% | $4,487-34.2% | $3,952-25.3% |
| Admin fee / account holder | $353 | $8,188-95.7% | $7,964-95.6% | $6,260-94.4% |