See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP,LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $28,781 |
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 | $152,623 | $53,901+183.2% | $134,143+13.8% | $73,488+107.7% |
| Participation rate | 95.1% | 62.8%+32.3pp | 72.2%+22.9pp | 70.7%+24.4pp |
| Annual return | 17.83% | 15.82%+2.0pp | 36.33%-18.5pp | 28.51%-10.7pp |
| Employer contribution / active EE | $11,901 | $1,458+716.1% | $3,704+221.3% | $2,270+424.3% |
| Participant deferral / active EE | $8,341 | $2,739+204.5% | $3,499+138.4% | $3,740+123.0% |
| Admin fee / account holder | $81 | $581-86.0% | $6,684-98.8% | $513-84.2% |