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 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $52,929 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,471 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,691 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,650 | $185,342-5.2% | $111,297+57.8% | $86,799+102.4% |
| Participation rate | 99.7% | 81.0%+18.7pp | 77.3%+22.3pp | 72.3%+27.4pp |
| Annual return | 14.41% | 500.80%-486.4pp | 54.65%-40.2pp | 97.91%-83.5pp |
| Employer contribution / active EE | $3,296 | $2,246+46.7% | $2,731+20.7% | $2,405+37.0% |
| Participant deferral / active EE | $5,410 | $4,458+21.4% | $4,487+20.6% | $4,131+31.0% |
| Admin fee / account holder | $274 | $255+7.1% | $7,964-96.6% | $170+61.3% |