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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC4+ years Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $39,572 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,282 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,751 |
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 | $75,581 | $58,655+28.9% | $91,989-17.8% | $65,185+15.9% |
| Participation rate | 84.7% | 75.3%+9.5pp | 78.6%+6.1pp | 70.2%+14.5pp |
| Annual return | 30.20% | 33.92%-3.7pp | 69.02%-38.8pp | 29.38%+0.8pp |
| Employer contribution / active EE | $6,571 | $2,080+215.8% | $3,452+90.3% | $2,177+201.9% |
| Participant deferral / active EE | $7,946 | $5,474+45.1% | $5,923+34.2% | $3,514+126.1% |
| Admin fee / account holder | $121 | $434-72.0% | $7,743-98.4% | $847-85.7% |