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 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $4,288 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,588 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $271 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,486 | $50,666-14.2% | $76,817-43.4% | $65,185-33.3% |
| Participation rate | 44.3% | 68.8%-24.5pp | 72.1%-27.8pp | 70.2%-25.9pp |
| Annual return | 19.52% | 28.51%-9.0pp | 1166.11%-1146.6pp | 29.38%-9.9pp |
| Employer contribution / active EE | $1,281 | $1,575-18.6% | $2,302-44.3% | $2,177-41.1% |
| Participant deferral / active EE | $2,170 | $2,647-18.0% | $3,336-35.0% | $3,514-38.2% |
| Admin fee / account holder | $114 | $463-75.5% | $6,420-98.2% | $847-86.6% |