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 6-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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $88,422 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $13,699 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE TAX LLP Service code 99 PO BOX 2079 · CAROL STREAM, IL 601322079 | Other Fees | $13,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,021 | $93,131-65.6% | $106,548-69.9% | $86,799-63.1% |
| Participation rate | 80.7% | 81.4%-0.8pp | 76.1%+4.5pp | 72.3%+8.4pp |
| Annual return | 15.24% | 19.45%-4.2pp | 26.80%-11.6pp | 97.91%-82.7pp |
| Employer contribution / active EE | $1,108 | $2,895-61.7% | $2,819-60.7% | $2,405-53.9% |
| Participant deferral / active EE | $1,429 | $4,708-69.6% | $4,398-67.5% | $4,131-65.4% |
| Admin fee / account holder | $146 | $145+1.0% | $7,407-98.0% | $170-13.6% |