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 | $13,783 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $460 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,406 | $91,190-38.1% | $178,490-68.4% | $79,858-29.4% |
| Participation rate | 69.9% | 69.2%+0.7pp | 81.9%-12.1pp | 69.6%+0.2pp |
| Annual return | 11.80% | 24.19%-12.4pp | 151.07%-139.3pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,714 | $3,256-47.4% | $5,011-65.8% | $2,471-30.6% |
| Participant deferral / active EE | $3,144 | $3,236-2.8% | $5,202-39.6% | $3,740-15.9% |
| Admin fee / account holder | $152 | $6,751-97.8% | $13,984-98.9% | $5,306-97.1% |