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 |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $16,060 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,475 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,616 |
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.)
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 | $41,894 | $61,052-31.4% | $142,863-70.7% | $79,386-47.2% |
| Participation rate | 64.7% | 60.1%+4.5pp | 71.9%-7.3pp | 70.7%-6.0pp |
| Annual return | 13.72% | 16.02%-2.3pp | 5637.54%-5623.8pp | 116.85%-103.1pp |
| Employer contribution / active EE | $907 | $1,481-38.8% | $4,144-78.1% | $2,427-62.7% |
| Participant deferral / active EE | $2,650 | $2,879-8.0% | $3,837-30.9% | $4,046-34.5% |
| Admin fee / account holder | $332 | $659-49.7% | $6,560-94.9% | $626-47.1% |