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 | $33,170 |
CETERA ADVISOR NETWORKS LLC7+ years Filed as: CETERA ADVISORS LLC Service code 55 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 90245 | Other Commissions | $14,042 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,726 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $1,914 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,220 | $77,660-3.1% | $109,143-31.1% | $79,386-5.2% |
| Participation rate | 85.5% | 67.8%+17.7pp | 75.9%+9.6pp | 70.7%+14.8pp |
| Annual return | 14.49% | 23.44%-8.9pp | 25.75%-11.3pp | 116.85%-102.4pp |
| Employer contribution / active EE | $7,301 | $2,797+161.0% | $3,722+96.2% | $2,427+200.8% |
| Participant deferral / active EE | $3,112 | $3,518-11.5% | $4,653-33.1% | $4,046-23.1% |
| Admin fee / account holder | $289 | $732-60.5% | $6,752-95.7% | $626-53.8% |