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 8-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 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $50,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,969 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,235 |
Service code 13 101 BRADFORD RD STE 200 · WEXFORD, PA 15090 | Contract Administrator | $11,853 |
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 | $181,051 | $64,119+182.4% | $112,228+61.3% | $66,914+170.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -17.58% | -13.81%-3.8pp | 27.45%-45.0pp | 1.58%-19.2pp |
| Employer contribution / active EE | $10,063 | $3,005+234.8% | $3,635+176.9% | $2,544+295.5% |
| Participant deferral / active EE | $10,267 | $3,693+178.0% | $4,728+117.2% | $4,237+142.3% |
| Admin fee / account holder | $525 | $625-16.0% | $6,410-91.8% | $593-11.5% |