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 | $98,722 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $72,329 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $128 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $365,137 | $89,904+306.1% | $453,369-19.5% | $86,799+320.7% |
| Participation rate | 98.7% | 75.7%+22.9pp | 78.0%+20.7pp | 72.3%+26.4pp |
| Annual return | 12.10% | 19.72%-7.6pp | 64.40%-52.3pp | 97.91%-85.8pp |
| Employer contribution / active EE | $2,968 | $3,279-9.5% | $4,070-27.1% | $2,405+23.4% |
| Participant deferral / active EE | $11,248 | $5,114+119.9% | $6,209+81.2% | $4,131+172.3% |
| Admin fee / account holder | $242 | $156+55.2% | $11,209-97.8% | $170+42.5% |