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 | $31,926 |
Service code 27 880 CARILON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $22,167 |
Service code 13 2 N. RIVERSIDE PLAZA · CHICAGO, IL 60606 | Contract Administrator | $10,750 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWICH VILLAGE, CO 80111 | Investment Management | $4,415 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,909 | $84,936-9.5% | $111,297-30.9% | $79,386-3.1% |
| Participation rate | 89.1% | 75.9%+13.2pp | 77.3%+11.8pp | 70.7%+18.4pp |
| Annual return | 14.58% | 17.45%-2.9pp | 54.65%-40.1pp | 116.85%-102.3pp |
| Employer contribution / active EE | $1,895 | $1,979-4.2% | $2,731-30.6% | $2,427-21.9% |
| Participant deferral / active EE | $4,381 | $3,888+12.7% | $4,487-2.4% | $4,046+8.3% |
| Admin fee / account holder | $388 | $537-27.8% | $7,964-95.1% | $626-38.1% |