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 Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,176 |
Service code 10 861 PARKVIEW DR N STE 200 · EL SEGUNDO, CA 90245 | Accounting | $7,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,423 |
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 | $111,784 | $65,376+71.0% | $87,100+28.3% | $65,185+71.5% |
| Participation rate | 89.3% | 75.3%+13.9pp | 76.9%+12.4pp | 70.2%+19.1pp |
| Annual return | 26.24% | 31.27%-5.0pp | 28.19%-2.0pp | 29.38%-3.1pp |
| Employer contribution / active EE | $3,965 | $1,822+117.5% | $2,521+57.2% | $2,177+82.1% |
| Participant deferral / active EE | $9,488 | $3,388+180.0% | $4,049+134.3% | $3,514+170.0% |
| Admin fee / account holder | $141 | $520-72.9% | $7,497-98.1% | $847-83.4% |