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 | $15,821 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $81 |
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 | $125,327 | $81,474+53.8% | $133,956-6.4% | $73,488+70.5% |
| Participation rate | 86.6% | 76.4%+10.3pp | 79.8%+6.8pp | 70.7%+15.9pp |
| Annual return | 16.88% | 19.40%-2.5pp | 45.09%-28.2pp | 28.51%-11.6pp |
| Employer contribution / active EE | $8,303 | $2,209+275.8% | $3,919+111.9% | $2,270+265.8% |
| Participant deferral / active EE | $4,654 | $3,786+22.9% | $5,048-7.8% | $3,740+24.5% |
| Admin fee / account holder | $88 | $713-87.7% | $8,927-99.0% | $513-82.9% |