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 9-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 | $80,607 |
OPPENHEIMER2 years Filed as: OPPENHEIMER & CO INC Service code 27 85 BROAD ST · NEW YORK, NY 10004 | Advisory (Plan) | $36,538 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,779 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,977 | $71,142-36.8% | $119,609-62.4% | $64,808-30.6% |
| Participation rate | 91.7% | 78.6%+13.1pp | 79.3%+12.4pp | 71.5%+20.2pp |
| Annual return | 8.16% | -10.01%+18.2pp | -14.97%+23.1pp | 32.82%-24.7pp |
| Employer contribution / active EE | $1,010 | $2,497-59.6% | $4,232-76.1% | $2,506-59.7% |
| Participant deferral / active EE | $2,623 | $4,490-41.6% | $5,602-53.2% | $4,310-39.2% |
| Admin fee / account holder | $156 | $162-3.9% | $10,323-98.5% | $188-17.0% |