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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $27,913 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $107,224 | $44,221+142.5% | $121,196-11.5% | $56,287+90.5% |
| Participation rate | 94.5% | 61.1%+33.5pp | 71.7%+22.8pp | 69.9%+24.7pp |
| Annual return | -6.24% | -3.58%-2.7pp | 16.93%-23.2pp | -9.96%+3.7pp |
| Employer contribution / active EE | $11,466 | $1,480+674.8% | $4,022+185.1% | $2,111+443.2% |
| Participant deferral / active EE | $8,249 | $2,521+227.2% | $3,344+146.6% | $3,350+146.3% |
| Admin fee / account holder | $83 | $480-82.7% | $5,019-98.3% | $521-84.0% |