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 10-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,999 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $23,400 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,048 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,012 | $61,156-21.5% | $185,823-74.2% | $79,386-39.5% |
| Participation rate | 39.3% | 66.6%-27.3pp | 81.7%-42.4pp | 70.7%-31.4pp |
| Annual return | 14.35% | 19.45%-5.1pp | 122.05%-107.7pp | 116.85%-102.5pp |
| Employer contribution / active EE | $867 | $2,321-62.7% | $5,167-83.2% | $2,427-64.3% |
| Participant deferral / active EE | $1,567 | $2,789-43.8% | $5,568-71.9% | $4,046-61.3% |
| Admin fee / account holder | $226 | $710-68.1% | $16,237-98.6% | $626-63.9% |