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 7-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 27 707 SKOKIE BLVD STE 400 · NORTHBROOK, IL 60062 | Advisory (Plan) | $29,131 |
Service code 27 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $18,423 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $219 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $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 | $62,710 | $58,655+6.9% | $91,989-31.8% | $65,185-3.8% |
| Participation rate | 97.8% | 75.3%+22.5pp | 78.6%+19.2pp | 70.2%+27.6pp |
| Annual return | 21.79% | 33.92%-12.1pp | 69.02%-47.2pp | 29.38%-7.6pp |
| Employer contribution / active EE | $3,838 | $2,080+84.5% | $3,452+11.2% | $2,177+76.3% |
| Participant deferral / active EE | $8,583 | $5,474+56.8% | $5,923+44.9% | $3,514+144.3% |
| Admin fee / account holder | $97 | $434-77.7% | $7,743-98.7% | $847-88.6% |