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 | $72,528 |
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 | $8,955 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $10 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,891 | $56,485-20.5% | $185,823-75.8% | $86,799-48.3% |
| Participation rate | 43.6% | 65.5%-21.9pp | 81.7%-38.1pp | 72.3%-28.7pp |
| Annual return | 14.03% | 118.04%-104.0pp | 122.05%-108.0pp | 97.91%-83.9pp |
| Employer contribution / active EE | $227 | $1,843-87.7% | $5,167-95.6% | $2,405-90.5% |
| Participant deferral / active EE | $1,402 | $2,553-45.1% | $5,568-74.8% | $4,131-66.1% |
| Admin fee / account holder | $286 | $150+90.9% | $16,237-98.2% | $170+68.4% |