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 | $21,612 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $18,446 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $567 |
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 | $45,277 | $58,879-23.1% | $178,490-74.6% | $73,488-38.4% |
| Participation rate | 43.5% | 66.2%-22.7pp | 81.9%-38.4pp | 70.7%-27.2pp |
| Annual return | 14.99% | 24.86%-9.9pp | 151.07%-136.1pp | 28.51%-13.5pp |
| Employer contribution / active EE | $998 | $2,236-55.4% | $5,011-80.1% | $2,270-56.0% |
| Participant deferral / active EE | $1,590 | $2,567-38.1% | $5,202-69.4% | $3,740-57.5% |
| Admin fee / account holder | $166 | $400-58.7% | $13,984-98.8% | $513-67.7% |