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 | $3,827 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $350 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,469 | $95,416+117.4% | $185,823+11.6% | $85,850+141.7% |
| Participation rate | 95.8% | 68.8%+27.1pp | 81.7%+14.1pp | 69.3%+26.5pp |
| Annual return | 17.38% | 23.59%-6.2pp | 122.05%-104.7pp | 318.53%-301.1pp |
| Employer contribution / active EE | $10,212 | $3,314+208.2% | $5,167+97.6% | $2,565+298.1% |
| Participant deferral / active EE | $7,013 | $3,423+104.9% | $5,568+26.0% | $3,952+77.5% |
| Admin fee / account holder | $33 | $7,213-99.5% | $16,237-99.8% | $6,260-99.5% |