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 | $32,741 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,949 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,881 | $61,473-35.1% | $81,930-51.3% | $73,409-45.7% |
| Participation rate | 59.7% | 72.4%-12.7pp | 72.0%-12.3pp | 72.2%-12.4pp |
| Annual return | 25.20% | 28.26%-3.1pp | 29.49%-4.3pp | 59.29%-34.1pp |
| Employer contribution / active EE | $1,569 | $1,898-17.3% | $4,310-63.6% | $2,234-29.7% |
| Participant deferral / active EE | $2,289 | $3,080-25.7% | $7,107-67.8% | $3,805-39.9% |
| Admin fee / account holder | $57 | $125-54.8% | $5,158-98.9% | $158-64.0% |