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 12 BROAD ST 5TH FLOOR · RED BANK, NJ 07701 | Other Fees | $81,270 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,024 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $119,220 | $89,652+33.0% | $141,162-15.5% | $65,185+82.9% |
| Participation rate | 71.6% | 74.7%-3.1pp | 82.5%-10.9pp | 70.2%+1.4pp |
| Annual return | 21.57% | 32.79%-11.2pp | 71.39%-49.8pp | 29.38%-7.8pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,314 | $5,691+11.0% | $6,709-5.9% | $3,514+79.7% |
| Admin fee / account holder | $583 | $569+2.6% | $10,261-94.3% | $847-31.2% |