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) | $100,061 |
Service code 99 · EIN 61-0712014 | Other Fees | $13,926 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $12,600 |
MCM CPAS & ADVISORS LLP1 year Service code 10 · EIN 27-1235638 | Accounting | $8,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,513 | $176,491-40.2% | $95,952+10.0% | $90,288+16.9% |
| Participation rate | 94.5% | 86.6%+8.0pp | 77.1%+17.5pp | 73.4%+21.2pp |
| Annual return | 15.65% | 20.14%-4.5pp | 91.61%-76.0pp | 53.97%-38.3pp |
| Employer contribution / active EE | $2,007 | $2,789-28.0% | $2,541-21.0% | $2,524-20.5% |
| Participant deferral / active EE | $4,004 | $5,340-25.0% | $4,167-3.9% | $4,232-5.4% |
| Admin fee / account holder | $110 | $154-28.6% | $6,795-98.4% | $114-3.6% |