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 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $16,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,775 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $362 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,074 | $54,573-41.2% | $90,951-64.7% | $73,488-56.4% |
| Participation rate | 51.3% | 61.2%-9.9pp | 69.0%-17.8pp | 70.7%-19.4pp |
| Annual return | 12.44% | 16.69%-4.2pp | 134.60%-122.2pp | 28.51%-16.1pp |
| Employer contribution / active EE | $380 | $991-61.7% | $2,122-82.1% | $2,270-83.3% |
| Participant deferral / active EE | $1,824 | $2,517-27.5% | $3,373-45.9% | $3,740-51.2% |
| Admin fee / account holder | $246 | $521-52.8% | $5,959-95.9% | $513-52.1% |