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 | $19,490 |
FAMILY ASSET MANAGEMENT LLC2 years Service code 27 25 SOCIETY ST · CHARLESTON, SC 29401 | Advisory (Plan) | $10,495 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $374 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,512 | $62,928-86.5% | $172,739-95.1% | $67,579-87.4% |
| Participation rate | 85.6% | 64.5%+21.2pp | 82.6%+3.0pp | 71.3%+14.3pp |
| Annual return | 20.37% | 30.36%-10.0pp | 802.84%-782.5pp | 378.56%-358.2pp |
| Employer contribution / active EE | $134 | $1,636-91.8% | $5,143-97.4% | $2,148-93.8% |
| Participant deferral / active EE | $1,238 | $2,145-42.3% | $5,198-76.2% | $3,539-65.0% |
| Admin fee / account holder | $100 | $167-40.1% | $13,954-99.3% | $142-29.8% |