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) | $40,418 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $31,803 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $23,900 |
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.
Annual investment return 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 | $78,585 | $80,354-2.2% | $133,980-41.3% | $63,975+22.8% |
| Participation rate | 25.1% | 87.5%-62.4pp | 87.1%-61.9pp | 71.1%-46.0pp |
| Annual return | 6.43% | 13.11%-6.7pp | 29.30%-22.9pp | 48.65%-42.2pp |
| Employer contribution / active EE | $195 | $3,503-94.4% | $5,211-96.2% | $2,182-91.0% |
| Participant deferral / active EE | $4,065 | $5,239-22.4% | $6,282-35.3% | $3,356+21.1% |
| Admin fee / account holder | $92 | $69+32.5% | $9,324-99.0% | $70+30.4% |