See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,251 | $111,491+59.0% | $189,513-6.5% | $86,799+104.2% |
| Participation rate | 96.2% | 87.3%+8.9pp | 87.8%+8.4pp | 72.3%+23.9pp |
| Annual return | 17.91% | 83.50%-65.6pp | 555.15%-537.2pp | 97.91%-80.0pp |
| Employer contribution / active EE | $25,946 | $3,951+556.7% | $6,162+321.1% | $2,405+978.7% |
| Participant deferral / active EE | $8,694 | $6,437+35.1% | $8,221+5.8% | $4,131+110.5% |
| Admin fee / account holder | $52 | $189-72.6% | $12,045-99.6% | $170-69.6% |