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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,700 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,379 |
TD AMERITRADE, INC.6 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,343 | $86,286-72.9% | $111,297-79.0% | $85,850-72.8% |
| Participation rate | 93.8% | 73.3%+20.5pp | 77.3%+16.5pp | 69.3%+24.5pp |
| Annual return | 11.63% | 19.99%-8.4pp | 54.65%-43.0pp | 318.53%-306.9pp |
| Employer contribution / active EE | $1,189 | $2,043-41.8% | $2,731-56.5% | $2,565-53.7% |
| Participant deferral / active EE | $5,577 | $3,641+53.2% | $4,487+24.3% | $3,952+41.1% |
| Admin fee / account holder | $31 | $8,188-99.6% | $7,964-99.6% | $6,260-99.5% |