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 ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,382 |
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $14,866 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,894 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,212 | $79,428-34.3% | $106,548-51.0% | $79,386-34.2% |
| Participation rate | 89.2% | 74.1%+15.0pp | 76.1%+13.0pp | 70.7%+18.5pp |
| Annual return | 9.84% | 18.27%-8.4pp | 26.80%-17.0pp | 116.85%-107.0pp |
| Employer contribution / active EE | $491 | $2,234-78.0% | $2,819-82.6% | $2,427-79.8% |
| Participant deferral / active EE | $3,711 | $3,823-2.9% | $4,398-15.6% | $4,046-8.3% |
| Admin fee / account holder | $305 | $523-41.7% | $7,407-95.9% | $626-51.3% |