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 15 · EIN 84-1532243 | Recordkeeping | $90,743 |
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $74,865 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,894 | $105,190-36.4% | $98,907-32.4% | $90,288-25.9% |
| Participation rate | 86.8% | 86.4%+0.5pp | 76.0%+10.8pp | 73.4%+13.5pp |
| Annual return | 14.12% | 18.52%-4.4pp | 196.43%-182.3pp | 53.97%-39.8pp |
| Employer contribution / active EE | $1,874 | $3,831-51.1% | $2,689-30.3% | $2,524-25.8% |
| Participant deferral / active EE | $3,134 | $5,616-44.2% | $4,244-26.1% | $4,232-25.9% |
| Admin fee / account holder | $149 | $97+53.0% | $6,642-97.8% | $114+30.6% |