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 | $3,895 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,839 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $73,521 | $98,750-25.5% | $149,696-50.9% | $79,858-7.9% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.5%+3.7pp | 69.6%+16.5pp |
| Annual return | 17.91% | 27.43%-9.5pp | 276.60%-258.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,403 | $5,680-40.1% | $6,842-50.3% | $3,740-9.0% |
| Admin fee / account holder | $87 | $6,053-98.6% | $9,309-99.1% | $5,306-98.4% |