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 | $20,662 |
FTB ADVISORS, INC.2 years Filed as: FTB ADVISORS INC Service code 27 530 OAK COURT DR STE 200 · MEMPHIS, TN 38117 | Advisory (Plan) | $17,337 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,569 |
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 | $54,130 | $53,901+0.4% | $134,143-59.6% | $73,488-26.3% |
| Participation rate | 70.1% | 62.8%+7.3pp | 72.2%-2.1pp | 70.7%-0.6pp |
| Annual return | 16.89% | 15.82%+1.1pp | 36.33%-19.4pp | 28.51%-11.6pp |
| Employer contribution / active EE | $1,399 | $1,458-4.1% | $3,704-62.2% | $2,270-38.4% |
| Participant deferral / active EE | $3,944 | $2,739+44.0% | $3,499+12.7% | $3,740+5.5% |
| Admin fee / account holder | $206 | $581-64.6% | $6,684-96.9% | $513-59.9% |