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 6-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 | $2,930 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $36 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,579 | $49,227-78.5% | $70,449-85.0% | $79,858-86.8% |
| Participation rate | 40.0% | 69.2%-29.2pp | 75.1%-35.1pp | 69.6%-29.6pp |
| Annual return | 19.94% | 30.06%-10.1pp | 109.03%-89.1pp | 31.71%-11.8pp |
| Employer contribution / active EE | $207 | $2,099-90.1% | $2,737-92.4% | $2,471-91.6% |
| Participant deferral / active EE | $1,109 | $2,768-59.9% | $3,709-70.1% | $3,740-70.4% |
| Admin fee / account holder | $64 | $2,878-97.8% | $3,845-98.3% | $5,306-98.8% |