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 15 · EIN 84-0467907 | Recordkeeping | $300,409 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 · EIN 84-1532243 | Investment Management | $77,887 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $122,838 | $144,996-15.3% | $111,297+10.4% | $93,030+32.0% |
| Participation rate | 98.7% | 86.2%+12.5pp | 77.3%+21.4pp | 73.9%+24.8pp |
| Annual return | 14.09% | 18.26%-4.2pp | 54.65%-40.6pp | 158.70%-144.6pp |
| Employer contribution / active EE | $4,621 | $3,056+51.2% | $2,731+69.2% | $2,706+70.8% |
| Participant deferral / active EE | $6,818 | $5,587+22.0% | $4,487+52.0% | $4,562+49.5% |
| Admin fee / account holder | $91 | $103-12.5% | $7,964-98.9% | $152-40.3% |