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 Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $66,837 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,716 |
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 | $67,126 | $96,403-30.4% | $93,606-28.3% | $77,787-13.7% |
| Participation rate | 98.7% | 87.6%+11.1pp | 75.8%+22.9pp | 73.2%+25.5pp |
| Annual return | 22.82% | 39.36%-16.5pp | 32.76%-9.9pp | 32.57%-9.8pp |
| Employer contribution / active EE | $3,004 | $3,616-16.9% | $2,718+10.5% | $2,504+19.9% |
| Participant deferral / active EE | $4,655 | $5,341-12.8% | $4,069+14.4% | $3,967+17.3% |
| Admin fee / account holder | $52 | $90-42.0% | $7,888-99.3% | $100-48.1% |