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 | $22,361 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $14,776 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $102,202 | $38,075+168.4% | $93,406+9.4% | $73,488+39.1% |
| Participation rate | 32.2% | 56.7%-24.5pp | 66.8%-34.6pp | 70.7%-38.4pp |
| Annual return | 24.59% | 17.59%+7.0pp | 78.05%-53.5pp | 28.51%-3.9pp |
| Employer contribution / active EE | $540 | $1,117-51.7% | $2,075-74.0% | $2,270-76.2% |
| Participant deferral / active EE | $1,166 | $2,012-42.1% | $3,126-62.7% | $3,740-68.8% |
| Admin fee / account holder | $407 | $351+15.9% | $5,230-92.2% | $513-20.7% |