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 4-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 ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,726 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,806 |
EVEREN SECURITIES INC1+ years Service code 55 10700 WHEAT FIRST DRIVE · GLEN ALLEN, VA 23060 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $97,180 | $89,904+8.1% | $453,369-78.6% | $86,799+12.0% |
| Participation rate | 60.8% | 75.7%-14.9pp | 78.0%-17.2pp | 72.3%-11.5pp |
| Annual return | 15.51% | 19.72%-4.2pp | 64.40%-48.9pp | 97.91%-82.4pp |
| Employer contribution / active EE | $3,843 | $3,279+17.2% | $4,070-5.6% | $2,405+59.8% |
| Participant deferral / active EE | $5,815 | $5,114+13.7% | $6,209-6.3% | $4,131+40.8% |
| Admin fee / account holder | $139 | $156-11.0% | $11,209-98.8% | $170-18.2% |