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 99 17 COBBLESTONE CIRCLE · NORTH ANDOVER, MA 01845 | Other Fees | $84,860 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,585 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $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 | $85,424 | $69,159+23.5% | $125,175-31.8% | $67,579+26.4% |
| Participation rate | 96.2% | 78.2%+18.0pp | 79.8%+16.4pp | 71.3%+24.9pp |
| Annual return | 29.92% | 27.12%+2.8pp | 43.79%-13.9pp | 378.56%-348.6pp |
| Employer contribution / active EE | $6,345 | $2,023+213.6% | $3,865+64.2% | $2,148+195.4% |
| Participant deferral / active EE | $12,305 | $3,700+232.6% | $4,937+149.3% | $3,539+247.7% |
| Admin fee / account holder | $272 | $142+91.6% | $9,702-97.2% | $142+90.9% |