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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,413 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,344 |
TD AMERITRADE, INC.6 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,530 | $50,956+63.9% | $96,562-13.5% | $86,799-3.8% |
| Participation rate | 42.6% | 65.2%-22.7pp | 69.8%-27.2pp | 72.3%-29.7pp |
| Annual return | 14.75% | 21.27%-6.5pp | 37.78%-23.0pp | 97.91%-83.2pp |
| Employer contribution / active EE | $161 | $1,111-85.5% | $2,356-93.2% | $2,405-93.3% |
| Participant deferral / active EE | $2,713 | $2,954-8.2% | $3,849-29.5% | $4,131-34.3% |
| Admin fee / account holder | $32 | $166-80.7% | $6,181-99.5% | $170-81.2% |