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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $96,040 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $60,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $10,951 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $193,229 | $88,122+119.3% | $141,162+36.9% | $67,579+185.9% |
| Participation rate | 96.5% | 76.5%+20.0pp | 82.5%+14.0pp | 71.3%+25.2pp |
| Annual return | 20.04% | 75.40%-55.4pp | 71.39%-51.3pp | 378.56%-358.5pp |
| Employer contribution / active EE | $3,718 | $3,224+15.3% | $4,735-21.5% | $2,148+73.1% |
| Participant deferral / active EE | $7,988 | $5,958+34.1% | $6,709+19.1% | $3,539+125.7% |
| Admin fee / account holder | $244 | $131+86.4% | $10,261-97.6% | $142+71.5% |