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: INSTITUTIONAL INVESTMENT COUNSULTIN Service code 27 7 WEST SQUARE LAKE RD · BLOOMFIELD HILLS, MI 48302 | Advisory (Plan) | $15,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,677 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,723 |
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 | $97,127 | $81,474+19.2% | $133,956-27.5% | $73,488+32.2% |
| Participation rate | 94.5% | 76.4%+18.2pp | 79.8%+14.7pp | 70.7%+23.8pp |
| Annual return | 13.68% | 19.40%-5.7pp | 45.09%-31.4pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,519 | $2,209-31.2% | $3,919-61.2% | $2,270-33.1% |
| Participant deferral / active EE | $4,783 | $3,786+26.3% | $5,048-5.2% | $3,740+27.9% |
| Admin fee / account holder | $130 | $713-81.7% | $8,927-98.5% | $513-74.6% |