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 | $94,451 |
Service code 27 353 N CLARK ST · CHICAGO, IL 60654 | Advisory (Plan) | $85,371 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $73,788 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,043 | $91,517+9.3% | $101,248-1.2% | $73,409+36.3% |
| Participation rate | 86.9% | 73.8%+13.1pp | 75.8%+11.0pp | 72.2%+14.7pp |
| Annual return | 20.46% | 17.17%+3.3pp | 46.47%-26.0pp | 59.29%-38.8pp |
| Employer contribution / active EE | $5,065 | $2,877+76.1% | $3,660+38.4% | $2,234+126.8% |
| Participant deferral / active EE | $8,540 | $3,338+155.8% | $4,370+95.4% | $3,805+124.4% |
| Admin fee / account holder | $209 | $216-3.1% | $5,945-96.5% | $158+32.5% |