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 | $16,841 |
TRIAD ADVISORS INC4 years Service code 27 5185 PEACHTREE PKWY #280 · NORCROSS, GA 300926541 | Advisory (Plan) | $11,624 |
GLOBAL BENEFITS INC4 years Service code 99 570 LAKE COOK RD STE 106 · DEERFIELD, IL 60015 | Other Fees | $4,084 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $776 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,003 | $62,928-84.1% | $172,739-94.2% | $67,579-85.2% |
| Participation rate | 93.1% | 64.5%+28.6pp | 82.6%+10.5pp | 71.3%+21.8pp |
| Annual return | 17.96% | 30.36%-12.4pp | 802.84%-784.9pp | 378.56%-360.6pp |
| Employer contribution / active EE | $222 | $1,636-86.4% | $5,143-95.7% | $2,148-89.6% |
| Participant deferral / active EE | $2,008 | $2,145-6.4% | $5,198-61.4% | $3,539-43.3% |
| Admin fee / account holder | $98 | $167-41.4% | $13,954-99.3% | $142-31.3% |