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 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $27,669 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $407 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,803 | $91,517-80.5% | $101,248-82.4% | $73,409-75.7% |
| Participation rate | 89.3% | 73.8%+15.5pp | 75.8%+13.5pp | 72.2%+17.1pp |
| Annual return | 14.31% | 17.17%-2.9pp | 46.47%-32.2pp | 59.29%-45.0pp |
| Employer contribution / active EE | $2,549 | $2,877-11.4% | $3,660-30.4% | $2,234+14.1% |
| Participant deferral / active EE | $3,301 | $3,338-1.1% | $4,370-24.5% | $3,805-13.3% |
| Admin fee / account holder | $37 | $216-82.8% | $5,945-99.4% | $158-76.5% |