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 8-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 | $56,079 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33 |
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 | $164,753 | $62,928+161.8% | $172,739-4.6% | $67,579+143.8% |
| Participation rate | 92.4% | 64.5%+27.9pp | 82.6%+9.7pp | 71.3%+21.1pp |
| Annual return | 20.73% | 30.36%-9.6pp | 802.84%-782.1pp | 378.56%-357.8pp |
| Employer contribution / active EE | $5,846 | $1,636+257.3% | $5,143+13.7% | $2,148+172.2% |
| Participant deferral / active EE | $5,794 | $2,145+170.2% | $5,198+11.5% | $3,539+63.7% |
| Admin fee / account holder | $194 | $167+16.5% | $13,954-98.6% | $142+36.5% |