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 | $101,857 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,563 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $101,205 | $78,419+29.1% | $133,956-24.4% | $73,409+37.9% |
| Participation rate | 98.8% | 78.6%+20.2pp | 79.8%+19.0pp | 72.2%+26.6pp |
| Annual return | 21.63% | 33.35%-11.7pp | 45.09%-23.5pp | 59.29%-37.7pp |
| Employer contribution / active EE | $6,403 | $2,044+213.3% | $3,919+63.4% | $2,234+186.7% |
| Participant deferral / active EE | $12,680 | $3,925+223.0% | $5,048+151.2% | $3,805+233.2% |
| Admin fee / account holder | $291 | $161+80.7% | $8,927-96.7% | $158+84.6% |