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 | $43,105 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $41,157 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,159 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,569 | $100,801-68.7% | $149,696-78.9% | $73,409-57.0% |
| Participation rate | 92.6% | 77.7%+14.9pp | 82.5%+10.2pp | 72.2%+20.5pp |
| Annual return | 35.65% | 265.34%-229.7pp | 276.60%-240.9pp | 59.29%-23.6pp |
| Employer contribution / active EE | $3,956 | $3,312+19.5% | $4,644-14.8% | $2,234+77.1% |
| Participant deferral / active EE | $11,062 | $6,404+72.7% | $6,842+61.7% | $3,805+190.7% |
| Admin fee / account holder | $94 | $181-48.2% | $9,309-99.0% | $158-40.7% |