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 | $41,629 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,270 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,004 | $100,801-47.4% | $149,696-64.6% | $73,409-27.8% |
| Participation rate | 92.5% | 77.7%+14.8pp | 82.5%+10.0pp | 72.2%+20.3pp |
| Annual return | 14.91% | 265.34%-250.4pp | 276.60%-261.7pp | 59.29%-44.4pp |
| Employer contribution / active EE | $1,146 | $3,312-65.4% | $4,644-75.3% | $2,234-48.7% |
| Participant deferral / active EE | $3,963 | $6,404-38.1% | $6,842-42.1% | $3,805+4.2% |
| Admin fee / account holder | $101 | $181-44.4% | $9,309-98.9% | $158-36.3% |