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 | $3,090 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $939 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,683 | $43,550+7.2% | $63,517-26.5% | $52,331-10.8% |
| Participation rate | 56.4% | 65.7%-9.3pp | 71.0%-14.7pp | 68.1%-11.7pp |
| Annual return | -0.39% | 2.03%-2.4pp | -70.30%+69.9pp | 4.54%-4.9pp |
| Employer contribution / active EE | $1,885 | $1,351+39.5% | $2,322-18.8% | $1,882+0.2% |
| Participant deferral / active EE | $3,270 | $2,254+45.1% | $2,953+10.7% | $3,022+8.2% |
| Admin fee / account holder | $58 | $387-85.1% | $5,892-99.0% | $592-90.3% |