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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,421 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,708 | $52,293+171.0% | $178,490-20.6% | $73,409+93.0% |
| Participation rate | 77.9% | 65.3%+12.6pp | 81.9%-4.0pp | 72.2%+5.8pp |
| Annual return | 9.44% | 34.75%-25.3pp | 151.07%-141.6pp | 59.29%-49.9pp |
| Employer contribution / active EE | $4,117 | $1,735+137.3% | $5,011-17.8% | $2,234+84.3% |
| Participant deferral / active EE | $3,569 | $2,332+53.0% | $5,202-31.4% | $3,805-6.2% |
| Admin fee / account holder | $24 | $127-81.3% | $13,984-99.8% | $158-84.9% |