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 | $6,460 |
MEDAGLIA & MURPHY INC1 year Service code 10 23 E PEARL ST · NASHUA, NH 03060 | Accounting | $3,586 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,055 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $650 |
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $4,022 | $31,679-87.3% | $74,701-94.6% | $65,185-93.8% |
| Participation rate | 86.1% | 40.4%+45.7pp | 54.5%+31.6pp | 70.2%+15.9pp |
| Annual return | 25.22% | 39.04%-13.8pp | 752.92%-727.7pp | 29.38%-4.2pp |
| Employer contribution / active EE | $90 | $566-84.1% | $1,084-91.7% | $2,177-95.9% |
| Participant deferral / active EE | $936 | $1,191-21.4% | $1,964-52.3% | $3,514-73.4% |
| Admin fee / account holder | $31 | $379-91.9% | $3,333-99.1% | $847-96.4% |