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 |
|---|---|---|
JOHNSTON, GREMAUX & ROSSI, LLP5+ years Service code 10 333 CIVIC DRIVE · PLEASANT HILL, CA 94523 | Accounting | $27,440 |
SECURITIES AMERICA INC4 years Service code 55 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Other Commissions | $12,230 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,043 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $78,565 | $54,573+44.0% | $90,951-13.6% | $73,488+6.9% |
| Participation rate | 39.0% | 61.2%-22.2pp | 69.0%-30.0pp | 70.7%-31.7pp |
| Annual return | 7.25% | 16.69%-9.4pp | 134.60%-127.4pp | 28.51%-21.3pp |
| Employer contribution / active EE | $775 | $991-21.8% | $2,122-63.5% | $2,270-65.9% |
| Participant deferral / active EE | $1,656 | $2,517-34.2% | $3,373-50.9% | $3,740-55.7% |
| Admin fee / account holder | $498 | $521-4.5% | $5,959-91.6% | $513-2.9% |