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 12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $6,400 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,301 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,762 | $61,156-56.2% | $185,823-85.6% | $79,386-66.3% |
| Participation rate | 28.6% | 66.6%-38.0pp | 81.7%-53.1pp | 70.7%-42.1pp |
| Annual return | 27.83% | 19.45%+8.4pp | 122.05%-94.2pp | 116.85%-89.0pp |
| Employer contribution / active EE | $460 | $2,321-80.2% | $5,167-91.1% | $2,427-81.1% |
| Participant deferral / active EE | $519 | $2,789-81.4% | $5,568-90.7% | $4,046-87.2% |
| Admin fee / account holder | $179 | $710-74.8% | $16,237-98.9% | $626-71.4% |