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 · TRAVIS COUNTY, TX 78735 | Other Commissions | $9,714 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,740 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,043 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $3,660 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $109,663 | $83,477+31.4% | $125,175-12.4% | $72,985+50.3% |
| Participation rate | 72.1% | 73.3%-1.2pp | 79.8%-7.7pp | 69.5%+2.6pp |
| Annual return | 10.18% | 25.78%-15.6pp | 43.79%-33.6pp | 81.00%-70.8pp |
| Employer contribution / active EE | $1,888 | $2,345-19.5% | $3,865-51.1% | $2,440-22.6% |
| Participant deferral / active EE | $4,366 | $3,585+21.8% | $4,937-11.6% | $3,607+21.0% |
| Admin fee / account holder | $187 | $5,517-96.6% | $9,702-98.1% | $5,124-96.4% |