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) | $6,580 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,400 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $555 |
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 | $56,553 | $54,590+3.6% | $81,930-31.0% | $73,488-23.0% |
| Participation rate | 40.5% | 68.3%-27.8pp | 72.0%-31.5pp | 70.7%-30.2pp |
| Annual return | 20.53% | 17.74%+2.8pp | 29.49%-9.0pp | 28.51%-8.0pp |
| Employer contribution / active EE | $1,234 | $1,636-24.6% | $4,310-71.4% | $2,270-45.7% |
| Participant deferral / active EE | $2,157 | $2,759-21.8% | $7,107-69.6% | $3,740-42.3% |
| Admin fee / account holder | $82 | $592-86.1% | $5,158-98.4% | $513-84.0% |