Filed August 24, 2026
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 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $23,385 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,808 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $32 |
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 | $35,245 | $58,879-40.1% | $178,490-80.3% | $73,488-52.0% |
| Participation rate | 94.1% | 66.2%+27.9pp | 81.9%+12.2pp | 70.7%+23.4pp |
| Annual return | 10.72% | 24.86%-14.1pp | 151.07%-140.4pp | 28.51%-17.8pp |
| Employer contribution / active EE | $491 | $2,236-78.0% | $5,011-90.2% | $2,270-78.4% |
| Participant deferral / active EE | $3,042 | $2,567+18.5% | $5,202-41.5% | $3,740-18.6% |
| Admin fee / account holder | $126 | $400-68.4% | $13,984-99.1% | $513-75.4% |