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 9-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 |
|---|---|---|
TOWNSQUARE CAPITAL LLC2 years Filed as: TOWNSQUARE CAPITAL INC Service code 27 5314 RIVER RUN DR STE 300 · PROVO, UT 84604 | Advisory (Plan) | $27,752 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,951 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $372 |
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 | $36,744 | $38,365-4.2% | $84,611-56.6% | $65,185-43.6% |
| Participation rate | 77.3% | 55.7%+21.7pp | 68.2%+9.1pp | 70.2%+7.1pp |
| Annual return | 21.69% | 32.00%-10.3pp | 258.74%-237.1pp | 29.38%-7.7pp |
| Employer contribution / active EE | $5,305 | $1,258+321.5% | $2,652+100.0% | $2,177+143.7% |
| Participant deferral / active EE | $1,822 | $2,278-20.0% | $3,899-53.3% | $3,514-48.2% |
| Admin fee / account holder | $188 | $451-58.3% | $4,912-96.2% | $847-77.8% |