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 | $42,147 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,933 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $12,243 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,047 | $79,519-49.6% | $95,952-58.3% | $73,409-45.4% |
| Participation rate | 79.0% | 81.2%-2.2pp | 77.1%+1.9pp | 72.2%+6.8pp |
| Annual return | 10.04% | 19.20%-9.2pp | 91.61%-81.6pp | 59.29%-49.2pp |
| Employer contribution / active EE | $819 | $2,048-60.0% | $2,541-67.8% | $2,234-63.3% |
| Participant deferral / active EE | $2,848 | $4,138-31.2% | $4,167-31.7% | $3,805-25.2% |
| Admin fee / account holder | $106 | $184-42.8% | $6,795-98.4% | $158-33.2% |