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 | $20,151 |
ABD RETIREMENT SERVICES INC2 years Service code 27 450 SANSOME ST STE 300 · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $15,294 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,429 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,421 | $111,608-84.4% | $177,821-90.2% | $73,409-76.3% |
| Participation rate | 90.1% | 87.9%+2.2pp | 87.7%+2.4pp | 72.2%+17.9pp |
| Annual return | 77.26% | 18.23%+59.0pp | 48.32%+28.9pp | 59.29%+18.0pp |
| Employer contribution / active EE | $2,504 | $3,796-34.0% | $5,918-57.7% | $2,234+12.1% |
| Participant deferral / active EE | $4,886 | $6,199-21.2% | $7,714-36.7% | $3,805+28.4% |
| Admin fee / account holder | $117 | $166-29.2% | $12,427-99.1% | $158-25.7% |