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 | $7,795 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,981 | $98,750+43.8% | $149,696-5.2% | $79,858+77.8% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.5%+10.4pp | 69.6%+23.2pp |
| Annual return | 18.66% | 27.43%-8.8pp | 276.60%-257.9pp | 31.71%-13.1pp |
| Employer contribution / active EE | $5,005 | $3,216+55.6% | $4,644+7.8% | $2,471+102.6% |
| Participant deferral / active EE | $14,222 | $5,680+150.4% | $6,842+107.9% | $3,740+280.3% |
| Admin fee / account holder | $30 | $6,053-99.5% | $9,309-99.7% | $5,306-99.4% |