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 10-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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,072 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $18,015 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,558 |
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.)
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 | $107,145 | $39,195+173.4% | $98,755+8.5% | $79,386+35.0% |
| Participation rate | 30.7% | 59.8%-29.0pp | 65.7%-35.0pp | 70.7%-40.0pp |
| Annual return | 11.57% | 19.95%-8.4pp | 49.91%-38.3pp | 116.85%-105.3pp |
| Employer contribution / active EE | $585 | $1,334-56.1% | $2,067-71.7% | $2,427-75.9% |
| Participant deferral / active EE | $1,344 | $2,333-42.4% | $3,035-55.7% | $4,046-66.8% |
| Admin fee / account holder | $431 | $365+18.2% | $4,076-89.4% | $626-31.2% |