See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $16,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,923 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $529 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,044 | $59,263-59.4% | $96,562-75.1% | $79,386-69.7% |
| Participation rate | 76.6% | 61.9%+14.7pp | 69.8%+6.8pp | 70.7%+5.9pp |
| Annual return | 13.70% | 27.07%-13.4pp | 37.78%-24.1pp | 116.85%-103.2pp |
| Employer contribution / active EE | $445 | $1,216-63.4% | $2,356-81.1% | $2,427-81.7% |
| Participant deferral / active EE | $2,716 | $2,948-7.9% | $3,849-29.4% | $4,046-32.9% |
| Admin fee / account holder | $212 | $658-67.8% | $6,181-96.6% | $626-66.1% |