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 | $47,992 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,959 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,458 | $56,485+3.5% | $185,823-68.5% | $86,799-32.7% |
| Participation rate | 89.7% | 65.5%+24.2pp | 81.7%+8.0pp | 72.3%+17.4pp |
| Annual return | 21.83% | 118.04%-96.2pp | 122.05%-100.2pp | 97.91%-76.1pp |
| Employer contribution / active EE | $1,955 | $1,843+6.1% | $5,167-62.2% | $2,405-18.7% |
| Participant deferral / active EE | $4,322 | $2,553+69.3% | $5,568-22.4% | $4,131+4.6% |
| Admin fee / account holder | $126 | $150-16.1% | $16,237-99.2% | $170-26.0% |