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 | $6,600 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $550 |
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 | $488,023 | $137,414+255.1% | $189,513+157.5% | $85,850+468.5% |
| Participation rate | 99.0% | 84.6%+14.3pp | 87.8%+11.2pp | 69.3%+29.6pp |
| Annual return | 15.82% | 38.14%-22.3pp | 555.15%-539.3pp | 318.53%-302.7pp |
| Employer contribution / active EE | $21,341 | $4,344+391.2% | $6,162+246.4% | $2,565+732.0% |
| Participant deferral / active EE | $21,341 | $6,260+240.9% | $8,221+159.6% | $3,952+440.0% |
| Admin fee / account holder | $190 | $8,630-97.8% | $12,045-98.4% | $6,260-97.0% |