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 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,279 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $180 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,975 | $59,263-44.4% | $96,562-65.9% | $79,386-58.5% |
| Participation rate | 68.1% | 61.9%+6.2pp | 69.8%-1.7pp | 70.7%-2.6pp |
| Annual return | 17.66% | 27.07%-9.4pp | 37.78%-20.1pp | 116.85%-99.2pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,356-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,387 | $2,948-19.0% | $3,849-38.0% | $4,046-41.0% |
| Admin fee / account holder | $12 | $658-98.2% | $6,181-99.8% | $626-98.1% |