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) | $27,620 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,918 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $405 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,733 | $61,156-39.9% | $185,823-80.2% | $79,386-53.7% |
| Participation rate | 94.0% | 66.6%+27.4pp | 81.7%+12.3pp | 70.7%+23.3pp |
| Annual return | 13.44% | 19.45%-6.0pp | 122.05%-108.6pp | 116.85%-103.4pp |
| Employer contribution / active EE | $1,159 | $2,321-50.1% | $5,167-77.6% | $2,427-52.3% |
| Participant deferral / active EE | $3,582 | $2,789+28.4% | $5,568-35.7% | $4,046-11.5% |
| Admin fee / account holder | $176 | $710-75.2% | $16,237-98.9% | $626-71.9% |