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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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,384 |
Service code 27 6504 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Advisory (Plan) | $500 |
STRINGER RESOURCE GROUP1 year Service code 13 PO BOX 2078 · GREER, SC 29652 | Contract Administrator | $330 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,319 | $86,332-85.7% | $125,175-90.2% | $65,185-81.1% |
| Participation rate | 42.1% | 75.3%-33.2pp | 79.8%-37.7pp | 70.2%-28.1pp |
| Annual return | 67.71% | 27.43%+40.3pp | 43.79%+23.9pp | 29.38%+38.3pp |
| Employer contribution / active EE | $1,221 | $2,040-40.1% | $3,865-68.4% | $2,177-43.9% |
| Participant deferral / active EE | $2,064 | $3,537-41.6% | $4,937-58.2% | $3,514-41.3% |
| Admin fee / account holder | $15 | $609-97.6% | $9,702-99.8% | $847-98.2% |