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 |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,986 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $80,448 | $65,703+22.4% | $94,224-14.6% | $59,632+34.9% |
| Participation rate | 68.7% | 72.1%-3.4pp | 78.8%-10.1pp | 68.7%0pp |
| Annual return | 2.09% | 5.22%-3.1pp | 10.68%-8.6pp | 2041.28%-2039.2pp |
| Employer contribution / active EE | $1,464 | $2,021-27.5% | $3,587-59.2% | $2,203-33.5% |
| Participant deferral / active EE | $3,277 | $3,143+4.3% | $4,320-24.1% | $3,192+2.7% |
| Admin fee / account holder | $36 | $4,264-99.2% | $6,269-99.4% | $4,297-99.2% |