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, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,838 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $7,635 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $5,471 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,329 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,668 | $70,908-31.4% | $98,907-50.8% | $73,488-33.8% |
| Participation rate | 85.6% | 73.8%+11.8pp | 76.0%+9.6pp | 70.7%+14.9pp |
| Annual return | 9.31% | 34.17%-24.9pp | 196.43%-187.1pp | 28.51%-19.2pp |
| Employer contribution / active EE | $478 | $2,036-76.5% | $2,689-82.2% | $2,270-79.0% |
| Participant deferral / active EE | $3,178 | $3,500-9.2% | $4,244-25.1% | $3,740-15.0% |
| Admin fee / account holder | $287 | $535-46.4% | $6,642-95.7% | $513-44.1% |