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 | $6,767 |
CETERA ADVISOR NETWORKS LLC5+ years Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $1,771 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $240 |
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 | $62,257 | $69,159-10.0% | $125,175-50.3% | $67,579-7.9% |
| Participation rate | 78.0% | 78.2%-0.2pp | 79.8%-1.8pp | 71.3%+6.8pp |
| Annual return | 20.15% | 27.12%-7.0pp | 43.79%-23.6pp | 378.56%-358.4pp |
| Employer contribution / active EE | $1,240 | $2,023-38.7% | $3,865-67.9% | $2,148-42.3% |
| Participant deferral / active EE | $2,008 | $3,700-45.7% | $4,937-59.3% | $3,539-43.3% |
| Admin fee / account holder | $265 | $142+86.9% | $9,702-97.3% | $142+86.2% |