See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-2624428 4643 S. ULSTER STREET · DENVER, CO 80237 | Advisory (Plan) | $25,478 |
SCHAEFER FINANCIAL MANAGEMENT7+ years Service code 27 · EIN 84-1593457 | Advisory (Plan) | $12,147 |
JPMORGAN INVEST HOLDINGS LLC7+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $6,940 |
PRIVATE ADVISOR GROUP LLC5 years Filed as: PRIVATE CAPITAL MANAGEMENT LLC Service code 27 · EIN 37-1711781 | Advisory (Plan) | $4,636 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $480 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,021 | $104,475+56.0% | $159,436+2.2% | $79,386+105.4% |
| Participation rate | 97.5% | 76.6%+20.8pp | 82.8%+14.6pp | 70.7%+26.8pp |
| Annual return | 14.35% | 67.95%-53.6pp | 263.57%-249.2pp | 116.85%-102.5pp |
| Employer contribution / active EE | $4,864 | $3,417+42.4% | $4,829+0.7% | $2,427+100.4% |
| Participant deferral / active EE | $7,565 | $6,467+17.0% | $7,352+2.9% | $4,046+87.0% |
| Admin fee / account holder | $163 | $711-77.0% | $10,799-98.5% | $626-73.9% |