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 ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,593 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,151 | $58,879-59.0% | $178,490-86.5% | $73,488-67.1% |
| Participation rate | 94.4% | 66.2%+28.2pp | 81.9%+12.5pp | 70.7%+23.8pp |
| Annual return | 14.64% | 24.86%-10.2pp | 151.07%-136.4pp | 28.51%-13.9pp |
| Employer contribution / active EE | $1,268 | $2,236-43.3% | $5,011-74.7% | $2,270-44.1% |
| Participant deferral / active EE | $3,053 | $2,567+18.9% | $5,202-41.3% | $3,740-18.3% |
| Admin fee / account holder | $36 | $400-91.0% | $13,984-99.7% | $513-93.0% |