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 | $44,099 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,277 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $161,440 | $65,041+148.2% | $90,951+77.5% | $79,858+102.2% |
| Participation rate | 81.8% | 61.6%+20.2pp | 69.0%+12.8pp | 69.6%+12.2pp |
| Annual return | 11.88% | 30.45%-18.6pp | 134.60%-122.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $525 | $1,247-57.9% | $2,122-75.2% | $2,471-78.7% |
| Participant deferral / active EE | $4,147 | $2,512+65.1% | $3,373+23.0% | $3,740+10.9% |
| Admin fee / account holder | $473 | $4,536-89.6% | $5,959-92.1% | $5,306-91.1% |