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 | $19,191 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $15,137 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,267 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,250 | $66,310-31.8% | $93,606-51.7% | $65,185-30.6% |
| Participation rate | 84.8% | 74.0%+10.8pp | 75.8%+9.0pp | 70.2%+14.6pp |
| Annual return | 16.25% | 42.58%-26.3pp | 32.76%-16.5pp | 29.38%-13.1pp |
| Employer contribution / active EE | $441 | $2,012-78.1% | $2,718-83.8% | $2,177-79.8% |
| Participant deferral / active EE | $2,832 | $3,342-15.3% | $4,069-30.4% | $3,514-19.4% |
| Admin fee / account holder | $441 | $6,897-93.6% | $7,888-94.4% | $847-47.9% |