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 5-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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $109,052 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $28,583 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,274 | $143,525+41.6% | $379,746-46.5% | $90,288+125.1% |
| Participation rate | 94.4% | 82.9%+11.5pp | 78.4%+16.0pp | 73.4%+21.1pp |
| Annual return | 0.00% | 18.97%-19.0pp | 34.90%-34.9pp | 53.97%-54.0pp |
| Employer contribution / active EE | $4,677 | $3,201+46.1% | $3,540+32.1% | $2,524+85.3% |
| Participant deferral / active EE | $7,974 | $5,231+52.4% | $6,024+32.4% | $4,232+88.4% |
| Admin fee / account holder | $91 | $100-9.2% | $7,927-98.9% | $114-20.1% |