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 | $44,430 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $12,082 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,245 |
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 | $38,001 | $73,404-48.2% | $87,100-56.4% | $67,579-43.8% |
| Participation rate | 77.0% | 80.9%-3.8pp | 76.9%+0.2pp | 71.3%+5.8pp |
| Annual return | 19.62% | 48.29%-28.7pp | 28.19%-8.6pp | 378.56%-358.9pp |
| Employer contribution / active EE | $1,544 | $2,014-23.3% | $2,521-38.8% | $2,148-28.1% |
| Participant deferral / active EE | $2,755 | $3,913-29.6% | $4,049-32.0% | $3,539-22.2% |
| Admin fee / account holder | $87 | $142-38.5% | $7,497-98.8% | $142-38.8% |