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 | $76,853 |
Filed as: ALLIANT INSURANCE SERVICES INC Service code 27 320 W 57TH ST · NEW YORK, NY 10019 | Advisory (Plan) | $75,000 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,514 |
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 | $181,040 | $88,324+105.0% | $115,037+57.4% | $55,191+228.0% |
| Participation rate | 82.6% | 72.5%+10.1pp | 81.4%+1.3pp | 69.2%+13.5pp |
| Annual return | 1.51% | 6.30%-4.8pp | 26.14%-24.6pp | 10.78%-9.3pp |
| Employer contribution / active EE | $4,035 | $2,805+43.9% | $4,608-12.4% | $1,899+112.5% |
| Participant deferral / active EE | $10,616 | $5,042+110.5% | $6,026+76.2% | $3,046+248.5% |
| Admin fee / account holder | $290 | $105+175.6% | $8,175-96.4% | $91+219.9% |