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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $99,236 |
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) | $9,512 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $214,566 | $100,801+112.9% | $149,696+43.3% | $73,409+192.3% |
| Participation rate | 96.7% | 77.7%+19.0pp | 82.5%+14.2pp | 72.2%+24.5pp |
| Annual return | 12.17% | 265.34%-253.2pp | 276.60%-264.4pp | 59.29%-47.1pp |
| Employer contribution / active EE | $2,467 | $3,312-25.5% | $4,644-46.9% | $2,234+10.5% |
| Participant deferral / active EE | $8,197 | $6,404+28.0% | $6,842+19.8% | $3,805+115.4% |
| Admin fee / account holder | $311 | $181+72.2% | $9,309-96.7% | $158+97.2% |