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 ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,513 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $856 |
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 | $85,746 | $45,152+89.9% | $73,843+16.1% | $59,632+43.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.63% | 27.40%-28.0pp | 2267.84%-2268.5pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $7,126 | $1,902+274.7% | $2,787+155.7% | $2,203+223.5% |
| Participant deferral / active EE | $7,225 | $2,574+180.7% | $3,583+101.6% | $3,192+126.4% |
| Admin fee / account holder | $48 | $3,516-98.6% | $4,880-99.0% | $4,297-98.9% |