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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,770 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $10,079 |
Service code 99 100 N BROADWAY · ALBERT LEA, MN 56007 | Other Fees | $4,028 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,778 |
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 | $56,670 | $69,362-18.3% | $101,248-44.0% | $73,488-22.9% |
| Participation rate | 61.0% | 68.4%-7.4pp | 75.8%-14.8pp | 70.7%-9.7pp |
| Annual return | 11.51% | 18.46%-6.9pp | 46.47%-35.0pp | 28.51%-17.0pp |
| Employer contribution / active EE | $948 | $2,628-63.9% | $3,660-74.1% | $2,270-58.2% |
| Participant deferral / active EE | $2,379 | $3,300-27.9% | $4,370-45.6% | $3,740-36.4% |
| Admin fee / account holder | $187 | $704-73.5% | $5,945-96.9% | $513-63.6% |