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 | $77,816 |
BAIRD FUNDS2 years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 55 777 E WISCONSIN AVE · MILWAUKEE, WI 53201 | Other Commissions | $39,906 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $6,444 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,659 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,272 | $94,833-42.8% | $75,696-28.3% | $86,799-37.5% |
| Participation rate | 91.2% | 79.1%+12.1pp | 74.8%+16.4pp | 72.3%+18.9pp |
| Annual return | 23.25% | 16.91%+6.3pp | 104.53%-81.3pp | 97.91%-74.7pp |
| Employer contribution / active EE | $1,923 | $2,904-33.8% | $2,743-29.9% | $2,405-20.0% |
| Participant deferral / active EE | $3,940 | $3,632+8.5% | $3,821+3.1% | $4,131-4.6% |
| Admin fee / account holder | $262 | $109+141.6% | $3,619-92.7% | $170+54.8% |