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 | $138,889 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $79,110 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 16 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Consulting | $66,000 |
HUSCH BLACKWELL7+ years Filed as: HUSCH BLACKWELL LLP Service code 29 PO BOX 790379 · ST LOUIS, MO 63179 | Legal | $6,260 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,558 | $144,996-5.1% | $111,297+23.6% | $93,030+47.9% |
| Participation rate | 83.0% | 86.2%-3.1pp | 77.3%+5.7pp | 73.9%+9.1pp |
| Annual return | 13.95% | 18.26%-4.3pp | 54.65%-40.7pp | 158.70%-144.8pp |
| Employer contribution / active EE | $5,872 | $3,056+92.2% | $2,731+115.0% | $2,706+117.0% |
| Participant deferral / active EE | $5,111 | $5,587-8.5% | $4,487+13.9% | $4,562+12.0% |
| Admin fee / account holder | $177 | $103+70.9% | $7,964-97.8% | $152+16.6% |