Filed June 30, 2026 (most recent of 2 filings on file)
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 26 · EIN 84-1532243 | Advisory (Participants) | $68,755 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $16,625 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,944 | $71,957-22.3% | $67,652-17.3% | $59,188-5.5% |
| Participation rate | 89.0% | 82.7%+6.4pp | 75.7%+13.4pp | 69.4%+19.6pp |
| Annual return | -0.01% | 8.53%-8.5pp | 6625.04%-6625.1pp | 5.51%-5.5pp |
| Employer contribution / active EE | $1,834 | $2,432-24.6% | $2,266-19.0% | $2,098-12.6% |
| Participant deferral / active EE | $3,254 | $4,211-22.7% | $3,560-8.6% | $3,265-0.3% |
| Admin fee / account holder | $58 | $64-9.4% | $4,821-98.8% | $92-37.0% |