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 STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $11,895 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,088 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,057 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,833 | $53,901-39.1% | $134,143-75.5% | $73,488-55.3% |
| Participation rate | 73.0% | 62.8%+10.1pp | 72.2%+0.8pp | 70.7%+2.3pp |
| Annual return | 12.77% | 15.82%-3.0pp | 36.33%-23.6pp | 28.51%-15.7pp |
| Employer contribution / active EE | $1,039 | $1,458-28.7% | $3,704-71.9% | $2,270-54.2% |
| Participant deferral / active EE | $2,916 | $2,739+6.5% | $3,499-16.6% | $3,740-22.0% |
| Admin fee / account holder | $233 | $581-60.0% | $6,684-96.5% | $513-54.7% |