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 |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $34,868 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,867 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $5,904 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,131 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,071 | $104,475-44.4% | $159,436-63.6% | $79,386-26.8% |
| Participation rate | 80.3% | 76.6%+3.6pp | 82.8%-2.6pp | 70.7%+9.6pp |
| Annual return | 20.42% | 67.95%-47.5pp | 263.57%-243.1pp | 116.85%-96.4pp |
| Employer contribution / active EE | $3,301 | $3,417-3.4% | $4,829-31.6% | $2,427+36.0% |
| Participant deferral / active EE | $5,299 | $6,467-18.1% | $7,352-27.9% | $4,046+31.0% |
| Admin fee / account holder | $311 | $711-56.3% | $10,799-97.1% | $626-50.4% |