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 | $41,701 |
KAMINSKY AND ASSOCIATES5 years Service code 27 2340 DETROIT AVENUE 3RD FLOOR · MAUMEE, OH 43537 | Advisory (Plan) | $32,927 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,254 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $86,150 | $81,474+5.7% | $133,956-35.7% | $73,488+17.2% |
| Participation rate | 60.2% | 76.4%-16.2pp | 79.8%-19.7pp | 70.7%-10.5pp |
| Annual return | 18.58% | 19.40%-0.8pp | 45.09%-26.5pp | 28.51%-9.9pp |
| Employer contribution / active EE | $1,144 | $2,209-48.2% | $3,919-70.8% | $2,270-49.6% |
| Participant deferral / active EE | $4,175 | $3,786+10.3% | $5,048-17.3% | $3,740+11.6% |
| Admin fee / account holder | $343 | $713-51.9% | $8,927-96.2% | $513-33.2% |