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 | $73,621 |
DARK HORSE FINANCIAL LLC2 years Service code 27 PO BOX 252 · HAYDEN, ID 83835 | Advisory (Plan) | $19,519 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $166 |
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 | $57,076 | $55,636+2.6% | $81,983-30.4% | $73,488-22.3% |
| Participation rate | 65.3% | 62.3%+3.0pp | 69.2%-4.0pp | 70.7%-5.4pp |
| Annual return | 16.01% | 19.07%-3.1pp | 41.31%-25.3pp | 28.51%-12.5pp |
| Employer contribution / active EE | $1,548 | $1,625-4.7% | $2,498-38.0% | $2,270-31.8% |
| Participant deferral / active EE | $2,999 | $2,762+8.6% | $3,722-19.4% | $3,740-19.8% |
| Admin fee / account holder | $580 | $493+17.6% | $5,664-89.8% | $513+13.0% |