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 |
|---|---|---|
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $9,397 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,263 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $612 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,359 | $91,190-78.8% | $178,490-89.2% | $79,858-75.8% |
| Participation rate | 58.9% | 69.2%-10.3pp | 81.9%-23.0pp | 69.6%-10.7pp |
| Annual return | 21.92% | 24.19%-2.3pp | 151.07%-129.2pp | 31.71%-9.8pp |
| Employer contribution / active EE | $504 | $3,256-84.5% | $5,011-89.9% | $2,471-79.6% |
| Participant deferral / active EE | $2,034 | $3,236-37.1% | $5,202-60.9% | $3,740-45.6% |
| Admin fee / account holder | $142 | $6,751-97.9% | $13,984-99.0% | $5,306-97.3% |