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 | $94,009 |
ATLANTA CAPITAL MANAGEMENT2 years Filed as: ATLANTA CONSULTING GROUP Service code 27 309 E PACES FERRY RD STE 600 · ATLANTA, GA 30305 | Advisory (Plan) | $58,399 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $39,056 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,115 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,124 | $86,225-41.9% | $146,665-65.8% | $86,799-42.3% |
| Participation rate | 92.7% | 78.0%+14.7pp | 80.1%+12.6pp | 72.3%+20.4pp |
| Annual return | 34.02% | 31.23%+2.8pp | 22.74%+11.3pp | 97.91%-63.9pp |
| Employer contribution / active EE | $2,247 | $2,392-6.1% | $4,136-45.7% | $2,405-6.6% |
| Participant deferral / active EE | $4,116 | $4,245-3.1% | $5,506-25.3% | $4,131-0.4% |
| Admin fee / account holder | $187 | $195-4.0% | $10,280-98.2% | $170+10.6% |