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 | $2,366 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,488 | $91,190+110.0% | $178,490+7.3% | $79,858+139.8% |
| Participation rate | 88.3% | 69.2%+19.1pp | 81.9%+6.4pp | 69.6%+18.7pp |
| Annual return | 13.55% | 24.19%-10.6pp | 151.07%-137.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $8,059 | $3,256+147.5% | $5,011+60.8% | $2,471+226.2% |
| Participant deferral / active EE | $6,253 | $3,236+93.2% | $5,202+20.2% | $3,740+67.2% |
| Admin fee / account holder | $22 | $6,751-99.7% | $13,984-99.8% | $5,306-99.6% |