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 | $5,373 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $519 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,142 | $52,293-78.7% | $178,490-93.8% | $73,409-84.8% |
| Participation rate | 23.0% | 65.3%-42.3pp | 81.9%-58.9pp | 72.2%-49.2pp |
| Annual return | 15.82% | 34.75%-18.9pp | 151.07%-135.2pp | 59.29%-43.5pp |
| Employer contribution / active EE | $311 | $1,735-82.1% | $5,011-93.8% | $2,234-86.1% |
| Participant deferral / active EE | $597 | $2,332-74.4% | $5,202-88.5% | $3,805-84.3% |
| Admin fee / account holder | $70 | $127-44.9% | $13,984-99.5% | $158-55.6% |