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 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $23,497 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $996 |
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.
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 | $29,127 | $50,666-42.5% | $76,817-62.1% | $65,185-55.3% |
| Participation rate | 91.1% | 68.8%+22.3pp | 72.1%+19.1pp | 70.2%+20.9pp |
| Annual return | 19.88% | 28.51%-8.6pp | 1166.11%-1146.2pp | 29.38%-9.5pp |
| Employer contribution / active EE | $266 | $1,575-83.1% | $2,302-88.4% | $2,177-87.8% |
| Participant deferral / active EE | $1,812 | $2,647-31.5% | $3,336-45.7% | $3,514-48.4% |
| Admin fee / account holder | $168 | $463-63.8% | $6,420-97.4% | $847-80.2% |