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) | $14,890 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,077 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,966 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,118 | $58,879-20.0% | $178,490-73.6% | $73,488-35.9% |
| Participation rate | 86.5% | 66.2%+20.2pp | 81.9%+4.5pp | 70.7%+15.8pp |
| Annual return | 14.07% | 24.86%-10.8pp | 151.07%-137.0pp | 28.51%-14.4pp |
| Employer contribution / active EE | $1,541 | $2,236-31.1% | $5,011-69.2% | $2,270-32.1% |
| Participant deferral / active EE | $3,898 | $2,567+51.8% | $5,202-25.1% | $3,740+4.2% |
| Admin fee / account holder | $129 | $400-67.8% | $13,984-99.1% | $513-74.9% |