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 | $60,411 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,619 |
MID ATLANTIC CAPITAL CORPORATION6+ years Filed as: MID-CONTINENT SECURITIES ADVISORS L Service code 55 1218 WEBSTER ST · HOUSTON, TX 77002 | Other Commissions | $58,237 |
ERICKSEN, KRENTEL & LAPORTE, LLP6+ years Service code 10 4227 CANAL STREET · NEW ORLEANS, LA 70119 | Accounting | $11,200 |
TD AMERITRADE, INC.5+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,343 | $78,419-1.4% | $133,956-42.3% | $73,409+5.4% |
| Participation rate | 85.1% | 78.6%+6.5pp | 79.8%+5.2pp | 72.2%+12.9pp |
| Annual return | 13.99% | 33.35%-19.4pp | 45.09%-31.1pp | 59.29%-45.3pp |
| Employer contribution / active EE | $1,920 | $2,044-6.1% | $3,919-51.0% | $2,234-14.1% |
| Participant deferral / active EE | $4,556 | $3,925+16.1% | $5,048-9.7% | $3,805+19.7% |
| Admin fee / account holder | $311 | $161+92.7% | $8,927-96.5% | $158+96.9% |