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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,894 |
IRON-CO-FID-COMPREHENSIVE5+ years Filed as: IRON HOLDINGS LLC Service code 27 630 DUNDEE ROAD · NORTHBROOK, IL 60062 | Advisory (Plan) | $14,086 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $241,800 | $89,652+169.7% | $141,162+71.3% | $65,185+270.9% |
| Participation rate | 85.1% | 74.7%+10.4pp | 82.5%+2.7pp | 70.2%+14.9pp |
| Annual return | 19.28% | 32.79%-13.5pp | 71.39%-52.1pp | 29.38%-10.1pp |
| Employer contribution / active EE | $3,854 | $3,065+25.8% | $4,735-18.6% | $2,177+77.1% |
| Participant deferral / active EE | $7,713 | $5,691+35.5% | $6,709+15.0% | $3,514+119.5% |
| Admin fee / account holder | $66 | $569-88.4% | $10,261-99.4% | $847-92.2% |