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 10-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 | $14,935 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $12,393 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,079 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,078 | $61,156-54.1% | $185,823-84.9% | $79,386-64.6% |
| Participation rate | 59.0% | 66.6%-7.6pp | 81.7%-22.7pp | 70.7%-11.7pp |
| Annual return | 15.39% | 19.45%-4.1pp | 122.05%-106.7pp | 116.85%-101.5pp |
| Employer contribution / active EE | $518 | $2,321-77.7% | $5,167-90.0% | $2,427-78.7% |
| Participant deferral / active EE | $1,878 | $2,789-32.7% | $5,568-66.3% | $4,046-53.6% |
| Admin fee / account holder | $334 | $710-52.9% | $16,237-97.9% | $626-46.6% |