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, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,475 |
Filed as: FRINGE BENEFIT SPECIALISTS INC Service code 16 113 E WASHINGTON #18 · KIRKSVILLE, MO 63501 | Consulting | $5,402 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,768 | $58,879-59.6% | $178,490-86.7% | $73,488-67.7% |
| Participation rate | 98.3% | 66.2%+32.0pp | 81.9%+16.3pp | 70.7%+27.6pp |
| Annual return | 10.99% | 24.86%-13.9pp | 151.07%-140.1pp | 28.51%-17.5pp |
| Employer contribution / active EE | $1,441 | $2,236-35.6% | $5,011-71.2% | $2,270-36.5% |
| Participant deferral / active EE | $1,371 | $2,567-46.6% | $5,202-73.7% | $3,740-63.3% |
| Admin fee / account holder | $75 | $400-81.2% | $13,984-99.5% | $513-85.3% |