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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,101 |
Filed as: GREAT-WEST LIFE & ANNUTIY INSURANCE Service code 64 COMPANY · GREENWOOD VILAGE, CO 80111 | Recordkeeping Fees | $21,498 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $507,545 | $61,156+729.9% | $185,823+173.1% | $79,386+539.3% |
| Participation rate | 98.1% | 66.6%+31.4pp | 81.7%+16.4pp | 70.7%+27.4pp |
| Annual return | 16.22% | 19.45%-3.2pp | 122.05%-105.8pp | 116.85%-100.6pp |
| Employer contribution / active EE | $4,831 | $2,321+108.2% | $5,167-6.5% | $2,427+99.0% |
| Participant deferral / active EE | $17,891 | $2,789+541.5% | $5,568+221.3% | $4,046+342.2% |
| Admin fee / account holder | $198 | $710-72.1% | $16,237-98.8% | $626-68.3% |