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 5-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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $154,953 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $54,380 |
Service code 10 · EIN 43-1947695 | Accounting | $19,500 |
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 | $213,196 | $164,864+29.3% | $453,369-53.0% | $93,030+129.2% |
| Participation rate | 97.0% | 84.2%+12.8pp | 78.0%+19.0pp | 73.9%+23.1pp |
| Annual return | 15.02% | 17.89%-2.9pp | 64.40%-49.4pp | 158.70%-143.7pp |
| Employer contribution / active EE | $5,378 | $3,519+52.8% | $4,070+32.1% | $2,706+98.8% |
| Participant deferral / active EE | $9,354 | $5,690+64.4% | $6,209+50.7% | $4,562+105.0% |
| Admin fee / account holder | $142 | $104+36.1% | $11,209-98.7% | $152-6.5% |