See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,496 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,386 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $5,271 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,771 | $65,322+8.3% | $70,449+0.5% | $73,488-3.7% |
| Participation rate | 59.6% | 77.0%-17.4pp | 75.1%-15.5pp | 70.7%-11.1pp |
| Annual return | 10.46% | 15.71%-5.3pp | 109.03%-98.6pp | 28.51%-18.1pp |
| Employer contribution / active EE | $1,419 | $2,460-42.3% | $2,737-48.2% | $2,270-37.5% |
| Participant deferral / active EE | $2,310 | $3,375-31.6% | $3,709-37.7% | $3,740-38.2% |
| Admin fee / account holder | $301 | $214+40.4% | $3,845-92.2% | $513-41.4% |