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 8-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 | $61,094 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $41,106 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON COMPANIES LLC Service code 27 5411 ROSS AVE STE 1200 · DALLAS, TX 75201 | Advisory (Plan) | $30,000 |
Filed as: BENEFIT PLANS, INC. Service code 10 16924 FRANCES STREET, STE 100 · OMAHA, NE 68130 | Accounting | $17,898 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY Service code 10 PO BOX 1914 · BISMARCK, ND 58502 | Accounting | $6,900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,345 | $85,135-29.1% | $98,907-39.0% | $73,409-17.8% |
| Participation rate | 91.6% | 81.1%+10.5pp | 76.0%+15.6pp | 72.2%+19.4pp |
| Annual return | 13.32% | 19.14%-5.8pp | 196.43%-183.1pp | 59.29%-46.0pp |
| Employer contribution / active EE | $1,612 | $2,721-40.8% | $2,689-40.1% | $2,234-27.8% |
| Participant deferral / active EE | $5,070 | $4,349+16.6% | $4,244+19.5% | $3,805+33.2% |
| Admin fee / account holder | $394 | $139+183.3% | $6,642-94.1% | $158+149.8% |