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 27 14500 N NORTHSIGHT STE 101 · SCOTTSDALE, AZ 85260 | Advisory (Plan) | $17,463 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,264 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,723 | $39,948-93.2% | $89,391-97.0% | $73,409-96.3% |
| Participation rate | 25.8% | 50.4%-24.6pp | 68.0%-42.2pp | 72.2%-46.4pp |
| Annual return | 4.40% | 50.12%-45.7pp | 245.62%-241.2pp | 59.29%-54.9pp |
| Employer contribution / active EE | $534 | $1,200-55.5% | $2,586-79.4% | $2,234-76.1% |
| Participant deferral / active EE | $1,135 | $2,193-48.2% | $3,890-70.8% | $3,805-70.2% |
| Admin fee / account holder | $318 | $134+137.1% | $4,881-93.5% | $158+101.5% |