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 10-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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,523 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $19,904 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,308 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,437 | $59,584+46.7% | $86,874+0.6% | $79,386+10.1% |
| Participation rate | 68.1% | 67.7%+0.4pp | 71.6%-3.6pp | 70.7%-2.6pp |
| Annual return | 14.21% | 23.15%-8.9pp | 63.52%-49.3pp | 116.85%-102.6pp |
| Employer contribution / active EE | $1,950 | $1,768+10.3% | $2,495-21.9% | $2,427-19.7% |
| Participant deferral / active EE | $3,897 | $3,036+28.3% | $3,699+5.4% | $4,046-3.7% |
| Admin fee / account holder | $414 | $604-31.5% | $5,828-92.9% | $626-34.0% |