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 | $16,889 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,470 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,909 | $93,182-13.2% | $146,665-44.8% | $79,386+1.9% |
| Participation rate | 99.3% | 76.4%+22.9pp | 80.1%+19.2pp | 70.7%+28.6pp |
| Annual return | 13.24% | 21.61%-8.4pp | 22.74%-9.5pp | 116.85%-103.6pp |
| Employer contribution / active EE | $2,969 | $2,420+22.7% | $4,136-28.2% | $2,427+22.3% |
| Participant deferral / active EE | $8,158 | $4,169+95.7% | $5,506+48.2% | $4,046+101.6% |
| Admin fee / account holder | $64 | $585-89.0% | $10,280-99.4% | $626-89.7% |