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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,658 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $18,824 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $333 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $41,024 | $52,953-22.5% | $172,739-76.3% | $65,185-37.1% |
| Participation rate | 45.9% | 66.2%-20.3pp | 82.6%-36.7pp | 70.2%-24.3pp |
| Annual return | 23.11% | 30.12%-7.0pp | 802.84%-779.7pp | 29.38%-6.3pp |
| Employer contribution / active EE | $838 | $2,190-61.7% | $5,143-83.7% | $2,177-61.5% |
| Participant deferral / active EE | $1,510 | $2,471-38.9% | $5,198-70.9% | $3,514-57.0% |
| Admin fee / account holder | $168 | $472-64.4% | $13,954-98.8% | $847-80.2% |