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 37 · EIN 04-2647786 | Loan Processing | $20,645 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,072 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12 |
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 | $54,235 | $73,638-26.3% | $95,952-43.5% | $73,488-26.2% |
| Participation rate | 86.3% | 76.2%+10.1pp | 77.1%+9.2pp | 70.7%+15.6pp |
| Annual return | 12.90% | 16.78%-3.9pp | 91.61%-78.7pp | 28.51%-15.6pp |
| Employer contribution / active EE | $1,928 | $1,863+3.5% | $2,541-24.1% | $2,270-15.1% |
| Participant deferral / active EE | $2,925 | $3,617-19.1% | $4,167-29.8% | $3,740-21.8% |
| Admin fee / account holder | $154 | $482-68.0% | $6,795-97.7% | $513-70.0% |