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 | $47,270 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $37,870 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,269 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,457 | $50,956+1.0% | $96,562-46.7% | $86,799-40.7% |
| Participation rate | 58.8% | 65.2%-6.4pp | 69.8%-11.0pp | 72.3%-13.4pp |
| Annual return | 14.73% | 21.27%-6.5pp | 37.78%-23.1pp | 97.91%-83.2pp |
| Employer contribution / active EE | $145 | $1,111-86.9% | $2,356-93.8% | $2,405-94.0% |
| Participant deferral / active EE | $2,908 | $2,954-1.6% | $3,849-24.5% | $4,131-29.6% |
| Admin fee / account holder | $156 | $166-5.8% | $6,181-97.5% | $170-7.7% |