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) | $252,496 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $22,546 |
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 | $108,868 | $71,957+51.3% | $67,652+60.9% | $59,188+83.9% |
| Participation rate | 74.4% | 82.7%-8.3pp | 75.7%-1.3pp | 69.4%+4.9pp |
| Annual return | 0.88% | 8.53%-7.7pp | 6625.04%-6624.2pp | 5.51%-4.6pp |
| Employer contribution / active EE | $4,942 | $2,432+103.2% | $2,266+118.1% | $2,098+135.5% |
| Participant deferral / active EE | $4,762 | $4,211+13.1% | $3,560+33.8% | $3,265+45.9% |
| Admin fee / account holder | $116 | $64+81.3% | $4,821-97.6% | $92+26.1% |