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 9-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) | $42,028 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $31,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,657 | $75,760-13.3% | $123,104-46.7% | $59,188+10.9% |
| Participation rate | 55.0% | 86.0%-31.0pp | 86.8%-31.8pp | 69.4%-14.4pp |
| Annual return | 1.52% | 2.93%-1.4pp | 13.22%-11.7pp | 5.51%-4.0pp |
| Employer contribution / active EE | $139 | $3,415-95.9% | $5,151-97.3% | $2,098-93.4% |
| Participant deferral / active EE | $3,049 | $5,000-39.0% | $6,230-51.0% | $3,265-6.6% |
| Admin fee / account holder | $58 | $61-5.2% | $9,015-99.4% | $92-37.6% |