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 |
|---|---|---|
Service code 27 8400 NORMANDALE LAKE BLVD · BLOOMINGTON, MN 55437 | Advisory (Plan) | $21,872 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,358 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,882 | $38,075+91.4% | $93,406-22.0% | $73,488-0.8% |
| Participation rate | 50.3% | 56.7%-6.4pp | 66.8%-16.5pp | 70.7%-20.4pp |
| Annual return | 15.27% | 17.59%-2.3pp | 78.05%-62.8pp | 28.51%-13.2pp |
| Employer contribution / active EE | $737 | $1,117-34.0% | $2,075-64.5% | $2,270-67.5% |
| Participant deferral / active EE | $2,376 | $2,012+18.1% | $3,126-24.0% | $3,740-36.5% |
| Admin fee / account holder | $198 | $351-43.6% | $5,230-96.2% | $513-61.4% |