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 | $18,324 |
TRIAD ADVISORS INC5 years Service code 27 5185 PEACHTREE PKWY #280 · NORCROSS, GA 300926541 | Advisory (Plan) | $12,898 |
GLOBAL BENEFITS INC5 years Service code 99 570 LAKE COOK RD STE 106 · DEERFIELD, IL 60015 | Other Fees | $4,532 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $725 |
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 | $13,120 | $52,293-74.9% | $178,490-92.6% | $73,409-82.1% |
| Participation rate | 94.4% | 65.3%+29.0pp | 81.9%+12.4pp | 72.2%+22.2pp |
| Annual return | 13.87% | 34.75%-20.9pp | 151.07%-137.2pp | 59.29%-45.4pp |
| Employer contribution / active EE | $329 | $1,735-81.0% | $5,011-93.4% | $2,234-85.3% |
| Participant deferral / active EE | $2,041 | $2,332-12.5% | $5,202-60.8% | $3,805-46.4% |
| Admin fee / account holder | $112 | $127-11.9% | $13,984-99.2% | $158-28.9% |