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 | $37,185 |
MORGAN STANLEY SMITH BARNEY2 years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $19,478 |
MOSS ADAMS LLP2 years Service code 10 PO BOX 748369 · LOS ANGELES, CA 900748369 | Accounting | $12,875 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,897 |
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 | $31,649 | $46,423-31.8% | $75,886-58.3% | $67,579-53.2% |
| Participation rate | 88.5% | 63.1%+25.4pp | 69.3%+19.2pp | 71.3%+17.2pp |
| Annual return | 26.24% | 32.29%-6.1pp | 30.76%-4.5pp | 378.56%-352.3pp |
| Employer contribution / active EE | $2,027 | $1,406+44.1% | $2,500-19.0% | $2,148-5.6% |
| Participant deferral / active EE | $3,074 | $2,564+19.9% | $3,603-14.7% | $3,539-13.2% |
| Admin fee / account holder | $141 | $132+7.2% | $5,418-97.4% | $142-0.7% |