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 | $12,659 |
Filed as: GREAT-WEST LIFE & ANNUITY INSRUANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,145 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,354 | $104,475+149.2% | $159,436+63.3% | $79,386+228.0% |
| Participation rate | 98.5% | 76.6%+21.9pp | 82.8%+15.6pp | 70.7%+27.8pp |
| Annual return | 15.18% | 67.95%-52.8pp | 263.57%-248.4pp | 116.85%-101.7pp |
| Employer contribution / active EE | $7,875 | $3,417+130.5% | $4,829+63.1% | $2,427+224.4% |
| Participant deferral / active EE | $7,876 | $6,467+21.8% | $7,352+7.1% | $4,046+94.7% |
| Admin fee / account holder | $71 | $711-90.0% | $10,799-99.3% | $626-88.7% |