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, WI 80111 | Recordkeeping Fees | $3,582 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $86,144 | $72,177+19.4% | $115,037-25.1% | $59,632+44.5% |
| Participation rate | 93.4% | 72.6%+20.9pp | 81.4%+12.0pp | 68.7%+24.7pp |
| Annual return | 1.55% | 12.02%-10.5pp | 26.14%-24.6pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $3,109 | $2,841+9.4% | $4,608-32.5% | $2,203+41.1% |
| Participant deferral / active EE | $5,252 | $4,783+9.8% | $6,026-12.9% | $3,192+64.6% |
| Admin fee / account holder | $27 | $4,927-99.4% | $8,175-99.7% | $4,297-99.4% |