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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,045 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,044 |
MILLER COOPER & CO LTD1 year Service code 10 1751 LAKE COOK RD STE 400 · DEERFIELD, IL 60015 | Accounting | $14,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $17,840 | $40,174-55.6% | $84,015-78.8% | $67,579-73.6% |
| Participation rate | 79.6% | 62.7%+17.0pp | 69.0%+10.6pp | 71.3%+8.4pp |
| Annual return | 23.26% | 25.82%-2.6pp | 71.31%-48.1pp | 378.56%-355.3pp |
| Employer contribution / active EE | $347 | $808-57.0% | $1,983-82.5% | $2,148-83.8% |
| Participant deferral / active EE | $2,361 | $2,301+2.6% | $3,239-27.1% | $3,539-33.3% |
| Admin fee / account holder | $53 | $128-58.8% | $6,101-99.1% | $142-62.8% |