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 |
|---|---|---|
JULY BUSINESS SERVICES1 year Service code 13 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $11,303 |
AMARILLO NATIONAL BANK1 year Service code 27 410 S TAYLOR · AMARILLO, TX 79105 | Advisory (Plan) | $10,668 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,507 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,502 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $552 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,036 | $50,956-7.7% | $96,562-51.3% | $86,799-45.8% |
| Participation rate | 75.6% | 65.2%+10.4pp | 69.8%+5.8pp | 72.3%+3.4pp |
| Annual return | 16.44% | 21.27%-4.8pp | 37.78%-21.3pp | 97.91%-81.5pp |
| Employer contribution / active EE | $1,304 | $1,111+17.4% | $2,356-44.7% | $2,405-45.8% |
| Participant deferral / active EE | $3,298 | $2,954+11.6% | $3,849-14.3% | $4,131-20.2% |
| Admin fee / account holder | $127 | $166-23.8% | $6,181-98.0% | $170-25.4% |