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 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $9,072 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,437 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $62 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,466 | $40,174-9.2% | $84,015-56.6% | $67,579-46.0% |
| Participation rate | 71.3% | 62.7%+8.7pp | 69.0%+2.3pp | 71.3%+0.1pp |
| Annual return | 21.01% | 25.82%-4.8pp | 71.31%-50.3pp | 378.56%-357.5pp |
| Employer contribution / active EE | $121 | $808-85.1% | $1,983-93.9% | $2,148-94.4% |
| Participant deferral / active EE | $2,324 | $2,301+1.0% | $3,239-28.3% | $3,539-34.3% |
| Admin fee / account holder | $101 | $128-21.1% | $6,101-98.3% | $142-28.8% |