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 | $67,428 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $39,524 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,792 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,518 | $29,516-20.3% | $77,482-69.6% | $90,288-74.0% |
| Participation rate | 27.7% | 33.7%-5.9pp | 54.2%-26.5pp | 73.4%-45.6pp |
| Annual return | 13.05% | 231.18%-218.1pp | 54.79%-41.7pp | 53.97%-40.9pp |
| Employer contribution / active EE | $292 | $381-23.4% | $986-70.4% | $2,524-88.4% |
| Participant deferral / active EE | $906 | $944-4.1% | $1,861-51.3% | $4,232-78.6% |
| Admin fee / account holder | $117 | $106+10.5% | $2,858-95.9% | $114+2.6% |