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 | $15,666 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $5,544 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,978 | $73,638-17.2% | $95,952-36.4% | $73,488-17.0% |
| Participation rate | 67.4% | 76.2%-8.7pp | 77.1%-9.7pp | 70.7%-3.3pp |
| Annual return | 4.62% | 16.78%-12.2pp | 91.61%-87.0pp | 28.51%-23.9pp |
| Employer contribution / active EE | $826 | $1,863-55.7% | $2,541-67.5% | $2,270-63.6% |
| Participant deferral / active EE | $2,103 | $3,617-41.9% | $4,167-49.5% | $3,740-43.8% |
| Admin fee / account holder | $109 | $482-77.3% | $6,795-98.4% | $513-78.7% |