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 | $47,482 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $668 |
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 | $199,250 | $136,307+46.2% | $177,821+12.1% | $73,488+171.1% |
| Participation rate | 91.3% | 86.1%+5.1pp | 87.7%+3.5pp | 70.7%+20.6pp |
| Annual return | 12.81% | 18.68%-5.9pp | 48.32%-35.5pp | 28.51%-15.7pp |
| Employer contribution / active EE | $2,566 | $3,712-30.9% | $5,918-56.6% | $2,270+13.0% |
| Participant deferral / active EE | $10,060 | $5,829+72.6% | $7,714+30.4% | $3,740+169.0% |
| Admin fee / account holder | $3 | $596-99.6% | $12,427-100.0% | $513-99.5% |