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 26 · EIN 84-1532243 | Advisory (Participants) | $1,131,133 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0965407 | Shareholder servicing fees; Distribut... | $6,627 |
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 | $249,703 | $177,276+40.9% | $97,995+154.8% | $177,276+40.9% |
| Participation rate | 95.8% | 74.8%+20.9pp | 82.4%+13.4pp | 74.8%+20.9pp |
| Annual return | 16.80% | 21.25%-4.4pp | 23.94%-7.1pp | 21.25%-4.4pp |
| Employer contribution / active EE | $6,119 | $2,479+146.8% | $4,158+47.2% | $2,479+146.8% |
| Participant deferral / active EE | $10,611 | $3,881+173.4% | $5,097+108.2% | $3,881+173.4% |
| Admin fee / account holder | $163 | $154+5.8% | $5,943-97.3% | $154+5.8% |