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 | $30,716 |
AMERICAN REALTY ADVISORS2 years Filed as: THE AMERICAN AUDITORS GROUP LLC Service code 10 PO BOX 48056 · SPOKANE, WA 99228 | Accounting | $6,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,736 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,838 | $50,956-53.2% | $96,562-75.3% | $86,799-72.5% |
| Participation rate | 80.3% | 65.2%+15.1pp | 69.8%+10.5pp | 72.3%+8.0pp |
| Annual return | 13.93% | 21.27%-7.3pp | 37.78%-23.8pp | 97.91%-84.0pp |
| Employer contribution / active EE | $389 | $1,111-65.0% | $2,356-83.5% | $2,405-83.8% |
| Participant deferral / active EE | $3,605 | $2,954+22.0% | $3,849-6.3% | $4,131-12.7% |
| Admin fee / account holder | $125 | $166-24.9% | $6,181-98.0% | $170-26.5% |