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 | $57,282 |
Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $27,500 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,826 |
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.
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 | $32,050 | $52,293-38.7% | $178,490-82.0% | $73,409-56.3% |
| Participation rate | 42.4% | 65.3%-23.0pp | 81.9%-39.6pp | 72.2%-29.8pp |
| Annual return | 14.22% | 34.75%-20.5pp | 151.07%-136.8pp | 59.29%-45.1pp |
| Employer contribution / active EE | $194 | $1,735-88.8% | $5,011-96.1% | $2,234-91.3% |
| Participant deferral / active EE | $1,238 | $2,332-46.9% | $5,202-76.2% | $3,805-67.5% |
| Admin fee / account holder | $199 | $127+56.4% | $13,984-98.6% | $158+26.2% |