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 | $20,973 |
Service code 10 391 E CENTRAL ST UNIT 8A · FRANKLIN, MA 02038 | Accounting | $8,500 |
CLARO ADVISORS LLC2 years Service code 27 535 BOYLSTON ST 8TH FL · BOSTON, MA 02116 | Advisory (Plan) | $7,500 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $85,922 | $59,839+43.6% | $81,983+4.8% | $79,858+7.6% |
| Participation rate | 73.5% | 61.6%+11.9pp | 69.2%+4.3pp | 69.6%+3.9pp |
| Annual return | 11.54% | 17.56%-6.0pp | 41.31%-29.8pp | 31.71%-20.2pp |
| Employer contribution / active EE | $131 | $1,713-92.4% | $2,498-94.8% | $2,471-94.7% |
| Participant deferral / active EE | $2,448 | $2,695-9.2% | $3,722-34.2% | $3,740-34.5% |
| Admin fee / account holder | $450 | $4,287-89.5% | $5,664-92.0% | $5,306-91.5% |