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 |
|---|---|---|
Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $4,420 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,237 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $280 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,191 | $73,638-53.6% | $95,952-64.4% | $73,488-53.5% |
| Participation rate | 62.0% | 76.2%-14.1pp | 77.1%-15.0pp | 70.7%-8.6pp |
| Annual return | 5.92% | 16.78%-10.9pp | 91.61%-85.7pp | 28.51%-22.6pp |
| Employer contribution / active EE | $2,691 | $1,863+44.4% | $2,541+5.9% | $2,270+18.5% |
| Participant deferral / active EE | $3,793 | $3,617+4.9% | $4,167-9.0% | $3,740+1.4% |
| Admin fee / account holder | $21 | $482-95.6% | $6,795-99.7% | $513-95.9% |