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 | $69,294 |
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 55 777 E WISCONSIN AVE · MILWAUKEE, WI 53201 | Other Commissions | $20,468 |
BAIRD INSURANCE SERVICES INC3 years Filed as: J J B HILLIARD W L LYONS LLC Service code 55 500 WEST JEFFERSON ST · LOUISVILLE, KY 40202 | Other Commissions | $14,136 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $5,598 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,515 |
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 | $45,228 | $84,948-46.8% | $70,449-35.8% | $73,409-38.4% |
| Participation rate | 89.1% | 79.9%+9.1pp | 75.1%+14.0pp | 72.2%+16.9pp |
| Annual return | 3.44% | 13.39%-9.9pp | 109.03%-105.6pp | 59.29%-55.9pp |
| Employer contribution / active EE | $1,926 | $2,834-32.1% | $2,737-29.6% | $2,234-13.8% |
| Participant deferral / active EE | $3,833 | $3,387+13.2% | $3,709+3.4% | $3,805+0.7% |
| Admin fee / account holder | $230 | $98+134.8% | $3,845-94.0% | $158+45.9% |