Filed December 18, 2025 (most recent of 5 filings on file)
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 26 · EIN 84-1532243 | Advisory (Participants) | $290,034 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $96,610 |
NORTHERN CAPITAL MANAGEMENT4 years Service code 33 · EIN 91-1548437 | Securities brokerage; Securities brok... | $13,157 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $1,009 |
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 | $55,374 | $69,238-20.0% | $185,823-70.2% | $101,517-45.5% |
| Participation rate | 94.0% | 73.5%+20.4pp | 81.7%+12.3pp | 74.6%+19.4pp |
| Annual return | 18.75% | 21.26%-2.5pp | 122.05%-103.3pp | 21.00%-2.3pp |
| Employer contribution / active EE | $1,494 | $2,104-29.0% | $5,167-71.1% | $2,973-49.7% |
| Participant deferral / active EE | $4,935 | $3,764+31.1% | $5,568-11.4% | $4,873+1.3% |
| Admin fee / account holder | $66 | $66-1.1% | $16,237-99.6% | $139-52.9% |