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 | $59,710 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,080 |
Filed as: FIDUCIARY ADVISORS INC Service code 27 12813 FLUSHING MEADOWS DR · ST LOUIS, MO 63131 | Advisory (Plan) | $29,996 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,851 | $66,528+75.6% | $86,874+34.5% | $86,799+34.6% |
| Participation rate | 99.8% | 72.4%+27.4pp | 71.6%+28.1pp | 72.3%+27.5pp |
| Annual return | 12.43% | 19.56%-7.1pp | 63.52%-51.1pp | 97.91%-85.5pp |
| Employer contribution / active EE | $3,967 | $2,007+97.6% | $2,495+59.0% | $2,405+64.9% |
| Participant deferral / active EE | $7,914 | $3,240+144.3% | $3,699+114.0% | $4,131+91.6% |
| Admin fee / account holder | $241 | $148+62.9% | $5,828-95.9% | $170+42.3% |