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 | $16,298 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,453 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,117 | $56,485+188.8% | $185,823-12.2% | $86,799+87.9% |
| Participation rate | 86.6% | 65.5%+21.1pp | 81.7%+4.9pp | 72.3%+14.3pp |
| Annual return | 15.61% | 118.04%-102.4pp | 122.05%-106.4pp | 97.91%-82.3pp |
| Employer contribution / active EE | $5,202 | $1,843+182.3% | $5,167+0.7% | $2,405+116.3% |
| Participant deferral / active EE | $4,639 | $2,553+81.7% | $5,568-16.7% | $4,131+12.3% |
| Admin fee / account holder | $50 | $150-66.8% | $16,237-99.7% | $170-70.7% |