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 | $22,894 |
FAMILY ASSET MANAGEMENT LLC3 years Service code 27 25 SOCIETY ST · CHARLESTON, SC 29401 | Advisory (Plan) | $12,953 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $550 |
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 | $10,045 | $52,293-80.8% | $178,490-94.4% | $73,409-86.3% |
| Participation rate | 84.4% | 65.3%+19.0pp | 81.9%+2.5pp | 72.2%+12.2pp |
| Annual return | 12.56% | 34.75%-22.2pp | 151.07%-138.5pp | 59.29%-46.7pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,516 | $2,332-35.0% | $5,202-70.9% | $3,805-60.2% |
| Admin fee / account holder | $116 | $127-9.0% | $13,984-99.2% | $158-26.6% |