See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,724 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,899 |
Service code 99 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Other Fees | $1,864 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,917 | $79,428-5.7% | $106,548-29.7% | $79,386-5.6% |
| Participation rate | 94.4% | 74.1%+20.3pp | 76.1%+18.3pp | 70.7%+23.7pp |
| Annual return | 18.27% | 18.27%0pp | 26.80%-8.5pp | 116.85%-98.6pp |
| Employer contribution / active EE | $7,128 | $2,234+219.1% | $2,819+152.9% | $2,427+193.6% |
| Participant deferral / active EE | $16,372 | $3,823+328.3% | $4,398+272.3% | $4,046+304.7% |
| Admin fee / account holder | $51 | $523-90.3% | $7,407-99.3% | $626-91.9% |