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 | $101,087 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,151 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,078 | $50,956+61.1% | $96,562-15.0% | $86,799-5.4% |
| Participation rate | 78.7% | 65.2%+13.5pp | 69.8%+8.9pp | 72.3%+6.4pp |
| Annual return | 12.00% | 21.27%-9.3pp | 37.78%-25.8pp | 97.91%-85.9pp |
| Employer contribution / active EE | $2,950 | $1,111+165.6% | $2,356+25.2% | $2,405+22.7% |
| Participant deferral / active EE | $5,525 | $2,954+87.0% | $3,849+43.5% | $4,131+33.7% |
| Admin fee / account holder | $306 | $166+84.0% | $6,181-95.1% | $170+80.2% |