Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $38,908 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $35,337 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,251 | $111,491+59.0% | $189,534-6.5% | $86,828+104.1% |
| Participation rate | 96.2% | 87.3%+8.9pp | 87.8%+8.4pp | 72.3%+23.9pp |
| Annual return | 17.91% | 83.50%-65.6pp | 555.39%-537.5pp | 97.95%-80.0pp |
| Employer contribution / active EE | $25,946 | $3,951+556.7% | $6,162+321.0% | $2,406+978.3% |
| Participant deferral / active EE | $8,694 | $6,437+35.1% | $8,220+5.8% | $4,132+110.4% |
| Admin fee / account holder | $52 | $189-72.6% | $12,049-99.6% | $170-69.6% |