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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,977 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $7,500 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,352 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,519 | $39,019-11.5% | $80,716-57.2% | $85,850-59.8% |
| Participation rate | 93.2% | 41.5%+51.6pp | 54.2%+39.0pp | 69.3%+23.9pp |
| Annual return | 15.56% | 26.27%-10.7pp | 87.28%-71.7pp | 318.53%-303.0pp |
| Employer contribution / active EE | $279 | $722-61.3% | $1,160-75.9% | $2,565-89.1% |
| Participant deferral / active EE | $5,045 | $1,326+280.6% | $2,146+135.1% | $3,952+27.7% |
| Admin fee / account holder | $259 | $2,431-89.4% | $3,380-92.3% | $6,260-95.9% |