See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $51,706 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $37,229 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $56 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,610 | $93,131+35.9% | $106,548+18.8% | $86,799+45.9% |
| Participation rate | 96.8% | 81.4%+15.3pp | 76.1%+20.6pp | 72.3%+24.5pp |
| Annual return | 16.45% | 19.45%-3.0pp | 26.80%-10.3pp | 97.91%-81.5pp |
| Employer contribution / active EE | $5,167 | $2,895+78.5% | $2,819+83.3% | $2,405+114.8% |
| Participant deferral / active EE | $7,038 | $4,708+49.5% | $4,398+60.0% | $4,131+70.4% |
| Admin fee / account holder | $155 | $145+7.1% | $7,407-97.9% | $170-8.3% |