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 6-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 | $10,288 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,109 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,562 | $61,473-64.9% | $81,930-73.7% | $73,409-70.6% |
| Participation rate | 55.4% | 72.4%-17.0pp | 72.0%-16.6pp | 72.2%-16.7pp |
| Annual return | 0.00% | 28.26%-28.3pp | 29.49%-29.5pp | 59.29%-59.3pp |
| Employer contribution / active EE | $660 | $1,898-65.2% | $4,310-84.7% | $2,234-70.4% |
| Participant deferral / active EE | $1,216 | $3,080-60.5% | $7,107-82.9% | $3,805-68.1% |
| Admin fee / account holder | $48 | $125-61.7% | $5,158-99.1% | $158-69.5% |