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 RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $37,345 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,991 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,074 | $78,275-69.2% | $109,143-77.9% | $86,799-72.3% |
| Participation rate | 89.3% | 73.8%+15.5pp | 75.9%+13.4pp | 72.3%+17.0pp |
| Annual return | 7.04% | 19.14%-12.1pp | 25.75%-18.7pp | 97.91%-90.9pp |
| Employer contribution / active EE | $3,389 | $3,105+9.1% | $3,722-9.0% | $2,405+40.9% |
| Participant deferral / active EE | $4,489 | $3,641+23.3% | $4,653-3.5% | $4,131+8.7% |
| Admin fee / account holder | $58 | $198-70.8% | $6,752-99.1% | $170-65.9% |