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 | $36,281 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,773 |
AFS ADVISORS, LLC2 years Service code 27 1325 SATELLITE BLVD BLDG 1300 STE 1 · SUWANEE, GA 30024 | Advisory (Plan) | $15,620 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,765 | $78,275-36.4% | $109,143-54.4% | $86,799-42.7% |
| Participation rate | 83.7% | 73.8%+9.9pp | 75.9%+7.8pp | 72.3%+11.4pp |
| Annual return | 13.18% | 19.14%-6.0pp | 25.75%-12.6pp | 97.91%-84.7pp |
| Employer contribution / active EE | $3,871 | $3,105+24.7% | $3,722+4.0% | $2,405+60.9% |
| Participant deferral / active EE | $6,927 | $3,641+90.3% | $4,653+48.9% | $4,131+67.7% |
| Admin fee / account holder | $242 | $198+21.9% | $6,752-96.4% | $170+42.6% |