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 99 1175 JOHN ST · WEST HENRIETTA, NY 14586 | Other Fees | $6,700 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,988 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,861 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,198 | $73,638+44.2% | $95,952+10.7% | $73,488+44.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 11.18% | 16.78%-5.6pp | 91.61%-80.4pp | 28.51%-17.3pp |
| Employer contribution / active EE | $1,092 | $1,863-41.4% | $2,541-57.0% | $2,270-51.9% |
| Participant deferral / active EE | $4,540 | $3,617+25.5% | $4,167+9.0% | $3,740+21.4% |
| Admin fee / account holder | $36 | $482-92.5% | $6,795-99.5% | $513-93.0% |