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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,064 |
TRIAD ADVISORS INC6 years Service code 27 5185 PEACHTREE PKWY #280 · NORCROSS, GA 300926541 | Advisory (Plan) | $17,877 |
GLOBAL BENEFITS INC6 years Service code 99 570 LAKE COOK RD STE 106 · DEERFIELD, IL 60015 | Other Fees | $6,281 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,012 |
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 | $16,535 | $56,485-70.7% | $185,823-91.1% | $86,799-81.0% |
| Participation rate | 93.5% | 65.5%+28.0pp | 81.7%+11.8pp | 72.3%+21.2pp |
| Annual return | 15.35% | 118.04%-102.7pp | 122.05%-106.7pp | 97.91%-82.6pp |
| Employer contribution / active EE | $396 | $1,843-78.5% | $5,167-92.3% | $2,405-83.6% |
| Participant deferral / active EE | $2,451 | $2,553-4.0% | $5,568-56.0% | $4,131-40.7% |
| Admin fee / account holder | $145 | $150-3.2% | $16,237-99.1% | $170-14.6% |