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 7-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 | $7,739 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,286 | $104,317-79.6% | $159,436-86.6% | $86,799-75.5% |
| Participation rate | 88.8% | 77.7%+11.1pp | 82.8%+6.0pp | 72.3%+16.6pp |
| Annual return | 75.38% | 26.32%+49.1pp | 263.57%-188.2pp | 97.91%-22.5pp |
| Employer contribution / active EE | $1,582 | $3,451-54.2% | $4,829-67.2% | $2,405-34.2% |
| Participant deferral / active EE | $6,465 | $6,837-5.4% | $7,352-12.1% | $4,131+56.5% |
| Admin fee / account holder | $51 | $172-70.3% | $10,799-99.5% | $170-69.8% |