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 27 353 N CLARK ST · CHICAGO, IL 60654 | Advisory (Plan) | $85,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75,566 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $60,924 |
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 | $88,524 | $66,601+32.9% | $92,893-4.7% | $67,579+31.0% |
| Participation rate | 82.6% | 72.5%+10.1pp | 76.0%+6.6pp | 71.3%+11.3pp |
| Annual return | 38.82% | 92.58%-53.8pp | 109.41%-70.6pp | 378.56%-339.7pp |
| Employer contribution / active EE | $4,521 | $2,775+62.9% | $3,653+23.8% | $2,148+110.5% |
| Participant deferral / active EE | $7,427 | $3,157+135.3% | $4,236+75.3% | $3,539+109.8% |
| Admin fee / account holder | $201 | $199+0.9% | $5,794-96.5% | $142+41.0% |