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 8-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 | $23,062 |
AMERICAN REALTY ADVISORS1 year Filed as: THE AMERICAN AUDITORS GROUP LLC Service code 10 PO BOX 4723 · SPOKANE, WA 99220 | Accounting | $3,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,378 |
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 | $19,022 | $64,286-70.4% | $90,951-79.1% | $73,409-74.1% |
| Participation rate | 84.4% | 63.6%+20.8pp | 69.0%+15.4pp | 72.2%+12.2pp |
| Annual return | 21.51% | 21.45%+0.1pp | 134.60%-113.1pp | 59.29%-37.8pp |
| Employer contribution / active EE | $385 | $895-57.0% | $2,122-81.9% | $2,234-82.8% |
| Participant deferral / active EE | $2,675 | $2,453+9.1% | $3,373-20.7% | $3,805-29.7% |
| Admin fee / account holder | $73 | $287-74.7% | $5,959-98.8% | $158-53.9% |