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 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $8,094 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,203 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,672 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $413 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,009 | $90,590-53.6% | $111,297-62.3% | - |
| Participation rate | 64.6% | 76.1%-11.5pp | 77.3%-12.7pp | - |
| Annual return | 14.21% | 11.74%+2.5pp | 54.65%-40.4pp | - |
| Employer contribution / active EE | $1,880 | $1,916-1.9% | $2,731-31.2% | - |
| Participant deferral / active EE | $4,268 | $4,059+5.2% | $4,487-4.9% | - |
| Admin fee / account holder | $58 | $3,379-98.3% | $7,964-99.3% | - |