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, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,773 |
IRON-CO-FID-COMPREHENSIVE6+ years Filed as: IRON HOLDINGS LLC Service code 27 630 DUNDEE ROAD · NORTHBROOK, IL 60062 | Advisory (Plan) | $12,864 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,216 | $98,750+175.7% | $149,696+81.8% | $79,858+240.9% |
| Participation rate | 87.8% | 75.8%+12.0pp | 82.5%+5.3pp | 69.6%+18.1pp |
| Annual return | 14.17% | 27.43%-13.3pp | 276.60%-262.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $4,931 | $3,216+53.3% | $4,644+6.2% | $2,471+99.6% |
| Participant deferral / active EE | $9,778 | $5,680+72.2% | $6,842+42.9% | $3,740+161.5% |
| Admin fee / account holder | $85 | $6,053-98.6% | $9,309-99.1% | $5,306-98.4% |