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 9-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 ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,209 |
Service code 13 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $1,125 |
Service code 64 8515 EAST ORCHID ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $1,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $42,627 | $58,655-27.3% | $91,989-53.7% | $65,185-34.6% |
| Participation rate | 46.7% | 75.3%-28.6pp | 78.6%-31.9pp | 70.2%-23.5pp |
| Annual return | 23.72% | 33.92%-10.2pp | 69.02%-45.3pp | 29.38%-5.7pp |
| Employer contribution / active EE | $1,495 | $2,080-28.1% | $3,452-56.7% | $2,177-31.3% |
| Participant deferral / active EE | $2,350 | $5,474-57.1% | $5,923-60.3% | $3,514-33.1% |
| Admin fee / account holder | $220 | $434-49.3% | $7,743-97.2% | $847-74.0% |