See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $100,377 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,983 |
Filed as: GWFS EQUITIES INC Service code 72 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses | $10 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,092 | $94,833+40.3% | $75,696+75.8% | $86,799+53.3% |
| Participation rate | 91.0% | 79.1%+11.9pp | 74.8%+16.1pp | 72.3%+18.7pp |
| Annual return | 14.69% | 16.91%-2.2pp | 104.53%-89.8pp | 97.91%-83.2pp |
| Employer contribution / active EE | $8,908 | $2,904+206.7% | $2,743+224.8% | $2,405+270.4% |
| Participant deferral / active EE | $6,875 | $3,632+89.3% | $3,821+79.9% | $4,131+66.4% |
| Admin fee / account holder | $121 | $109+11.8% | $3,619-96.6% | $170-28.4% |