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 6-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 26 · EIN 84-1532243 | Advisory (Participants) | $168,374 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $128,982 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING INC Service code 27 · EIN 61-0736136 | Advisory (Plan) | $107,149 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; D... | $2,528 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $331,587 | $111,608+197.1% | $177,821+86.5% | $73,409+351.7% |
| Participation rate | 99.7% | 87.9%+11.9pp | 87.7%+12.0pp | 72.2%+27.5pp |
| Annual return | 15.06% | 18.23%-3.2pp | 48.32%-33.3pp | 59.29%-44.2pp |
| Employer contribution / active EE | $14,345 | $3,796+277.9% | $5,918+142.4% | $2,234+542.2% |
| Participant deferral / active EE | $17,177 | $6,199+177.1% | $7,714+122.7% | $3,805+351.4% |
| Admin fee / account holder | $223 | $166+34.5% | $12,427-98.2% | $158+41.0% |