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 | $47,840 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,196 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,928 | $73,638-30.8% | $95,952-46.9% | $73,488-30.7% |
| Participation rate | 87.5% | 76.2%+11.3pp | 77.1%+10.4pp | 70.7%+16.8pp |
| Annual return | 8.94% | 16.78%-7.8pp | 91.61%-82.7pp | 28.51%-19.6pp |
| Employer contribution / active EE | $1,044 | $1,863-44.0% | $2,541-58.9% | $2,270-54.0% |
| Participant deferral / active EE | $2,790 | $3,617-22.9% | $4,167-33.0% | $3,740-25.4% |
| Admin fee / account holder | $210 | $482-56.4% | $6,795-96.9% | $513-59.1% |