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 | $15,572 |
SUNTRUST BANKS, INC.4 years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $11,052 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $186 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,970 | $79,428+20.8% | $106,548-9.9% | $79,386+20.9% |
| Participation rate | 97.8% | 74.1%+23.7pp | 76.1%+21.7pp | 70.7%+27.1pp |
| Annual return | 18.93% | 18.27%+0.7pp | 26.80%-7.9pp | 116.85%-97.9pp |
| Employer contribution / active EE | $4,171 | $2,234+86.7% | $2,819+48.0% | $2,427+71.8% |
| Participant deferral / active EE | $4,830 | $3,823+26.3% | $4,398+9.8% | $4,046+19.4% |
| Admin fee / account holder | $135 | $523-74.1% | $7,407-98.2% | $626-78.4% |