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 9-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 | $6,079 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $208 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $37,975 | $49,138-22.7% | $84,015-54.8% | $65,185-41.7% |
| Participation rate | 29.5% | 60.7%-31.3pp | 69.0%-39.5pp | 70.2%-40.7pp |
| Annual return | 15.38% | 23.00%-7.6pp | 71.31%-55.9pp | 29.38%-14.0pp |
| Employer contribution / active EE | $266 | $914-70.8% | $1,983-86.6% | $2,177-87.8% |
| Participant deferral / active EE | $1,709 | $2,397-28.7% | $3,239-47.2% | $3,514-51.3% |
| Admin fee / account holder | $150 | $543-72.5% | $6,101-97.5% | $847-82.3% |