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 9-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 | $35,718 |
Service code 27 12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $29,186 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2 |
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 | $34,519 | $55,790-38.1% | $76,817-55.1% | $67,579-48.9% |
| Participation rate | 89.8% | 71.1%+18.7pp | 72.1%+17.7pp | 71.3%+18.5pp |
| Annual return | 24.63% | 64.45%-39.8pp | 1166.11%-1141.5pp | 378.56%-353.9pp |
| Employer contribution / active EE | $3,171 | $1,810+75.2% | $2,302+37.7% | $2,148+47.6% |
| Participant deferral / active EE | $4,528 | $2,875+57.5% | $3,336+35.7% | $3,539+27.9% |
| Admin fee / account holder | $168 | $159+5.7% | $6,420-97.4% | $142+18.3% |