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 26 · EIN 84-1532243 | Advisory (Participants) | $134,155 |
Filed as: GREAT-WEST TRUST COMPANY, LLC (NY) Service code 15 · EIN 84-0467907 | Recordkeeping | $27,932 |
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 | $132,326 | $110,699+19.5% | $177,821-25.6% | $90,288+46.6% |
| Participation rate | 89.4% | 88.3%+1.0pp | 87.7%+1.7pp | 73.4%+16.0pp |
| Annual return | 15.52% | 22.79%-7.3pp | 48.32%-32.8pp | 53.97%-38.5pp |
| Employer contribution / active EE | $5,467 | $4,118+32.8% | $5,918-7.6% | $2,524+116.6% |
| Participant deferral / active EE | $7,920 | $6,731+17.7% | $7,714+2.7% | $4,232+87.1% |
| Admin fee / account holder | $69 | $90-22.8% | $12,427-99.4% | $114-39.1% |