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 | $2,767 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,832 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC MORNINGSTAR ASSOCIA Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $0 |
TD AMERITRADE, INC.4 years Service code 33 200 S. 108TH AVE. · OMAHA, NE 68154 | Securities brokerage | $0 |
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 | $18,974 | $72,492-73.8% | $87,100-78.2% | $72,985-74.0% |
| Participation rate | 92.7% | 72.8%+19.9pp | 76.9%+15.8pp | 69.5%+23.2pp |
| Annual return | 21.65% | 24.46%-2.8pp | 28.19%-6.5pp | 81.00%-59.4pp |
| Employer contribution / active EE | $816 | $1,894-56.9% | $2,521-67.6% | $2,440-66.6% |
| Participant deferral / active EE | $4,322 | $3,270+32.2% | $4,049+6.7% | $3,607+19.8% |
| Admin fee / account holder | $30 | $5,055-99.4% | $7,497-99.6% | $5,124-99.4% |