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 34-1820650 | Advisory (Participants) | $85,377 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $58,054 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,362 | $93,131+127.0% | $106,548+98.4% | $86,799+143.5% |
| Participation rate | 96.1% | 81.4%+14.7pp | 76.1%+20.0pp | 72.3%+23.8pp |
| Annual return | 13.96% | 19.45%-5.5pp | 26.80%-12.8pp | 97.91%-84.0pp |
| Employer contribution / active EE | $4,652 | $2,895+60.7% | $2,819+65.0% | $2,405+93.4% |
| Participant deferral / active EE | $9,771 | $4,708+107.5% | $4,398+122.2% | $4,131+136.5% |
| Admin fee / account holder | $209 | $145+44.2% | $7,407-97.2% | $170+23.4% |