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 |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,704 |
Service code 10 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Accounting | $1,925 |
BROUSSARD POCHE' LLP4 years Filed as: BROUSSARD POCHE, LLP Service code 13 P. O. BOX 61400 · LAFAYETTE, LA 705961400 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,586 | $69,362-53.0% | $101,248-67.8% | $73,488-55.7% |
| Participation rate | 19.2% | 68.4%-49.2pp | 75.8%-56.6pp | 70.7%-51.5pp |
| Annual return | 7.45% | 18.46%-11.0pp | 46.47%-39.0pp | 28.51%-21.1pp |
| Employer contribution / active EE | $133 | $2,628-94.9% | $3,660-96.4% | $2,270-94.1% |
| Participant deferral / active EE | $944 | $3,300-71.4% | $4,370-78.4% | $3,740-74.8% |
| Admin fee / account holder | $60 | $704-91.5% | $5,945-99.0% | $513-88.3% |