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 7-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 | $8,853 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $408 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,002 | $100,801-85.1% | $149,696-90.0% | $73,409-79.6% |
| Participation rate | 93.3% | 77.7%+15.6pp | 82.5%+10.8pp | 72.2%+21.1pp |
| Annual return | 133.91% | 265.34%-131.4pp | 276.60%-142.7pp | 59.29%+74.6pp |
| Employer contribution / active EE | $1,307 | $3,312-60.5% | $4,644-71.9% | $2,234-41.5% |
| Participant deferral / active EE | $4,677 | $6,404-27.0% | $6,842-31.6% | $3,805+22.9% |
| Admin fee / account holder | $19 | $181-89.7% | $9,309-99.8% | $158-88.2% |