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 | $17,106 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $10,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $229 |
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 | $57,148 | $58,694-2.6% | $142,863-60.0% | $85,850-33.4% |
| Participation rate | 68.5% | 58.5%+10.0pp | 71.9%-3.5pp | 69.3%-0.8pp |
| Annual return | 15.12% | 27.72%-12.6pp | 5637.54%-5622.4pp | 318.53%-303.4pp |
| Employer contribution / active EE | $2,164 | $1,423+52.1% | $4,144-47.8% | $2,565-15.6% |
| Participant deferral / active EE | $4,281 | $2,607+64.2% | $3,837+11.6% | $3,952+8.3% |
| Admin fee / account holder | $273 | $4,239-93.6% | $6,560-95.8% | $6,260-95.6% |