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 8-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 15 · EIN 84-0467907 | Recordkeeping | $100,470 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $60,967 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,765 | $92,091-44.9% | $62,995-19.4% | $77,958-34.9% |
| Participation rate | 91.6% | 74.5%+17.1pp | 74.8%+16.8pp | 71.6%+19.9pp |
| Annual return | 18.02% | 16.23%+1.8pp | 87.57%-69.5pp | 20.87%-2.8pp |
| Employer contribution / active EE | $4,111 | $3,424+20.0% | $2,759+49.0% | $2,310+77.9% |
| Participant deferral / active EE | $3,885 | $3,361+15.6% | $3,329+16.7% | $3,537+9.9% |
| Admin fee / account holder | $51 | $48+7.0% | $3,600-98.6% | $97-47.3% |