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 5-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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $91,830 |
CLEARSTEAD ADVISORS, LLC1+ years Filed as: CLEARSTEAD ADVISORS LLC Service code 27 1100 SUPERIOR AVE E STE 700 · CLEVELAND, OH 44114 | Advisory (Plan) | $14,200 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $533 |
COWEN & COMPANY LLC1+ years Service code 71 · EIN 84-1702964 | Brokerage Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,779 | $85,135+81.8% | $98,907+56.5% | $73,409+110.8% |
| Participation rate | 98.0% | 81.1%+16.9pp | 76.0%+22.0pp | 72.2%+25.9pp |
| Annual return | 12.27% | 19.14%-6.9pp | 196.43%-184.2pp | 59.29%-47.0pp |
| Employer contribution / active EE | $2,035 | $2,721-25.2% | $2,689-24.3% | $2,234-8.9% |
| Participant deferral / active EE | $7,523 | $4,349+73.0% | $4,244+77.2% | $3,805+97.7% |
| Admin fee / account holder | $149 | $139+6.9% | $6,642-97.8% | $158-5.7% |