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 | $10,118 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,715 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $103,293 | $78,422+31.7% | $95,952+7.7% | $79,858+29.3% |
| Participation rate | 93.4% | 73.5%+19.9pp | 77.1%+16.3pp | 69.6%+23.8pp |
| Annual return | 12.89% | 19.37%-6.5pp | 91.61%-78.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,220 | $1,945-37.3% | $2,541-52.0% | $2,471-50.6% |
| Participant deferral / active EE | $4,400 | $3,440+27.9% | $4,167+5.6% | $3,740+17.6% |
| Admin fee / account holder | $109 | $5,622-98.1% | $6,795-98.4% | $5,306-98.0% |