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 | $48,813 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $34,068 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,394 |
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 | $33,288 | $79,519-58.1% | $95,952-65.3% | $73,409-54.7% |
| Participation rate | 81.0% | 81.2%-0.2pp | 77.1%+3.9pp | 72.2%+8.8pp |
| Annual return | 14.27% | 19.20%-4.9pp | 91.61%-77.3pp | 59.29%-45.0pp |
| Employer contribution / active EE | $768 | $2,048-62.5% | $2,541-69.8% | $2,234-65.6% |
| Participant deferral / active EE | $1,940 | $4,138-53.1% | $4,167-53.4% | $3,805-49.0% |
| Admin fee / account holder | $165 | $184-10.7% | $6,795-97.6% | $158+4.3% |