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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,170 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,372 |
Service code 99 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Other Fees | $18,911 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,310 | $73,638-1.8% | $108,410-33.3% | $79,386-8.9% |
| Participation rate | 73.5% | 77.4%-3.9pp | 80.1%-6.7pp | 70.7%+2.8pp |
| Annual return | 12.91% | 33.27%-20.4pp | 905.27%-892.4pp | 116.85%-103.9pp |
| Employer contribution / active EE | $1,841 | $2,397-23.2% | $3,558-48.3% | $2,427-24.1% |
| Participant deferral / active EE | $3,841 | $6,218-38.2% | $6,563-41.5% | $4,046-5.1% |
| Admin fee / account holder | $245 | $638-61.6% | $7,295-96.6% | $626-60.9% |