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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,036 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $600 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,061 | $73,004-64.3% | $90,749-71.3% | $68,494-62.0% |
| Participation rate | 98.9% | 70.8%+28.1pp | 75.7%+23.3pp | 67.9%+31.1pp |
| Annual return | -5.93% | -13.81%+7.9pp | -12.16%+6.2pp | -7.84%+1.9pp |
| Employer contribution / active EE | $853 | $2,193-61.1% | $2,921-70.8% | $2,596-67.1% |
| Participant deferral / active EE | $2,965 | $3,627-18.2% | $4,564-35.0% | $4,027-26.4% |
| Admin fee / account holder | $34 | $5,896-99.4% | $8,445-99.6% | $5,403-99.4% |