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 | $14,552 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $155 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,747 | $85,202-40.4% | $172,739-70.6% | $72,985-30.5% |
| Participation rate | 67.1% | 70.1%-2.9pp | 82.6%-15.5pp | 69.5%-2.4pp |
| Annual return | 22.34% | 27.32%-5.0pp | 802.84%-780.5pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,739 | $3,324-47.7% | $5,143-66.2% | $2,440-28.7% |
| Participant deferral / active EE | $3,344 | $3,260+2.6% | $5,198-35.7% | $3,607-7.3% |
| Admin fee / account holder | $150 | $5,884-97.4% | $13,954-98.9% | $5,124-97.1% |