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 | $6,618 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,375 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $75,750 | $81,474-7.0% | $133,956-43.5% | $73,488+3.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 21.68% | 19.40%+2.3pp | 45.09%-23.4pp | 28.51%-6.8pp |
| Employer contribution / active EE | $2,971 | $2,209+34.5% | $3,919-24.2% | $2,270+30.9% |
| Participant deferral / active EE | $6,841 | $3,786+80.7% | $5,048+35.5% | $3,740+82.9% |
| Admin fee / account holder | $40 | $713-94.4% | $8,927-99.6% | $513-92.2% |