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 | $13,829 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $10,285 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $851 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,075 | $59,584-10.9% | $86,874-38.9% | $79,386-33.1% |
| Participation rate | 48.3% | 67.7%-19.3pp | 71.6%-23.3pp | 70.7%-22.4pp |
| Annual return | 12.63% | 23.15%-10.5pp | 63.52%-50.9pp | 116.85%-104.2pp |
| Employer contribution / active EE | $1,308 | $1,768-26.0% | $2,495-47.6% | $2,427-46.1% |
| Participant deferral / active EE | $2,324 | $3,036-23.5% | $3,699-37.2% | $4,046-42.6% |
| Admin fee / account holder | $194 | $604-68.0% | $5,828-96.7% | $626-69.1% |