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 | $858 |
JPMORGAN INVEST HOLDINGS LLC4+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $480 |
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 | $27,550 | $35,949-23.4% | $88,538-68.9% | $65,185-57.7% |
| Participation rate | 90.9% | 56.4%+34.6pp | 68.7%+22.2pp | 70.2%+20.7pp |
| Annual return | 22.65% | 47.52%-24.9pp | 43.64%-21.0pp | 29.38%-6.7pp |
| Employer contribution / active EE | $1,051 | $1,047+0.4% | $2,098-49.9% | $2,177-51.7% |
| Participant deferral / active EE | $3,271 | $1,870+75.0% | $2,914+12.3% | $3,514-6.9% |
| Admin fee / account holder | $5 | $496-99.0% | $4,310-99.9% | $847-99.4% |