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) | $26,613 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,255 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $74,137 | $39,195+89.1% | $98,755-24.9% | $79,386-6.6% |
| Participation rate | 48.6% | 59.8%-11.2pp | 65.7%-17.2pp | 70.7%-22.1pp |
| Annual return | 12.98% | 19.95%-7.0pp | 49.91%-36.9pp | 116.85%-103.9pp |
| Employer contribution / active EE | $769 | $1,334-42.4% | $2,067-62.8% | $2,427-68.3% |
| Participant deferral / active EE | $2,561 | $2,333+9.8% | $3,035-15.6% | $4,046-36.7% |
| Admin fee / account holder | $228 | $365-37.5% | $4,076-94.4% | $626-63.6% |