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 | $49,544 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,203 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,246 | $66,528-30.5% | $86,874-46.8% | $86,799-46.7% |
| Participation rate | 57.9% | 72.4%-14.4pp | 71.6%-13.7pp | 72.3%-14.3pp |
| Annual return | 16.16% | 19.56%-3.4pp | 63.52%-47.4pp | 97.91%-81.7pp |
| Employer contribution / active EE | $1,571 | $2,007-21.7% | $2,495-37.0% | $2,405-34.7% |
| Participant deferral / active EE | $2,493 | $3,240-23.0% | $3,699-32.6% | $4,131-39.6% |
| Admin fee / account holder | $91 | $148-38.5% | $5,828-98.4% | $170-46.3% |