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 |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $59,043 |
Service code 27 1717 ARCH ST · PHILADELPHIA, PA 19103 | Advisory (Plan) | $43,412 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,658 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,858 |
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 | $80,014 | $100,801-20.6% | $149,696-46.5% | $73,409+9.0% |
| Participation rate | 93.7% | 77.7%+16.0pp | 82.5%+11.2pp | 72.2%+21.5pp |
| Annual return | 14.67% | 265.34%-250.7pp | 276.60%-261.9pp | 59.29%-44.6pp |
| Employer contribution / active EE | $1,736 | $3,312-47.6% | $4,644-62.6% | $2,234-22.3% |
| Participant deferral / active EE | $5,868 | $6,404-8.4% | $6,842-14.2% | $3,805+54.2% |
| Admin fee / account holder | $190 | $181+5.3% | $9,309-98.0% | $158+20.6% |