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 | $38,326 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,385 |
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 | $31,219 | $61,473-49.2% | $81,930-61.9% | $73,409-57.5% |
| Participation rate | 90.5% | 72.4%+18.1pp | 72.0%+18.5pp | 72.2%+18.3pp |
| Annual return | 31.89% | 28.26%+3.6pp | 29.49%+2.4pp | 59.29%-27.4pp |
| Employer contribution / active EE | $2,082 | $1,898+9.7% | $4,310-51.7% | $2,234-6.8% |
| Participant deferral / active EE | $7,696 | $3,080+149.9% | $7,107+8.3% | $3,805+102.2% |
| Admin fee / account holder | $131 | $125+4.6% | $5,158-97.5% | $158-16.9% |