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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $19,811 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $9,471 |
Service code 26 PO BOX 362708 · SAN JUAN, PR 009362708 | Advisory (Participants) | $9,167 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,024 | $84,936-35.2% | $111,297-50.6% | $79,386-30.7% |
| Participation rate | 99.1% | 75.9%+23.3pp | 77.3%+21.8pp | 70.7%+28.4pp |
| Annual return | 14.15% | 17.45%-3.3pp | 54.65%-40.5pp | 116.85%-102.7pp |
| Employer contribution / active EE | $1,475 | $1,979-25.5% | $2,731-46.0% | $2,427-39.3% |
| Participant deferral / active EE | $1,630 | $3,888-58.1% | $4,487-63.7% | $4,046-59.7% |
| Admin fee / account holder | $142 | $537-73.6% | $7,964-98.2% | $626-77.4% |