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 9-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 | $9,260 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $7,744 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $596 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,857 | $55,214-65.8% | $104,607-82.0% | $73,488-74.3% |
| Participation rate | 83.7% | 67.8%+15.9pp | 74.1%+9.7pp | 70.7%+13.1pp |
| Annual return | 28.10% | 24.79%+3.3pp | 340.46%-312.4pp | 28.51%-0.4pp |
| Employer contribution / active EE | $1,785 | $1,468+21.6% | $2,681-33.4% | $2,270-21.4% |
| Participant deferral / active EE | $4,109 | $2,925+40.5% | $3,740+9.9% | $3,740+9.9% |
| Admin fee / account holder | $143 | $424-66.2% | $6,473-97.8% | $513-72.1% |