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 | $10,069 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $387 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,293 | $62,928-86.8% | $172,739-95.2% | $67,579-87.7% |
| Participation rate | 24.5% | 64.5%-39.9pp | 82.6%-58.1pp | 71.3%-46.8pp |
| Annual return | 23.68% | 30.36%-6.7pp | 802.84%-779.2pp | 378.56%-354.9pp |
| Employer contribution / active EE | $317 | $1,636-80.6% | $5,143-93.8% | $2,148-85.3% |
| Participant deferral / active EE | $620 | $2,145-71.1% | $5,198-88.1% | $3,539-82.5% |
| Admin fee / account holder | $126 | $167-24.4% | $13,954-99.1% | $142-11.5% |