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 |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,671 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,425 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,667 | $56,199-81.0% | $67,652-84.2% | $59,632-82.1% |
| Participation rate | 85.1% | 71.5%+13.6pp | 75.7%+9.4pp | 68.7%+16.4pp |
| Annual return | -4.42% | 18505.31%-18509.7pp | 6625.04%-6629.5pp | 2041.28%-2045.7pp |
| Employer contribution / active EE | $691 | $1,614-57.2% | $2,266-69.5% | $2,203-68.6% |
| Participant deferral / active EE | $3,046 | $2,844+7.1% | $3,560-14.4% | $3,192-4.6% |
| Admin fee / account holder | $17 | $3,958-99.6% | $4,821-99.6% | $4,297-99.6% |