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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,885 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,926 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $10,486 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $3,598 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,510 | $58,655+21.9% | $91,989-22.3% | $65,185+9.7% |
| Participation rate | 62.4% | 75.3%-12.8pp | 78.6%-16.2pp | 70.2%-7.8pp |
| Annual return | 22.99% | 33.92%-10.9pp | 69.02%-46.0pp | 29.38%-6.4pp |
| Employer contribution / active EE | $2,035 | $2,080-2.2% | $3,452-41.0% | $2,177-6.5% |
| Participant deferral / active EE | $3,770 | $5,474-31.1% | $5,923-36.3% | $3,514+7.3% |
| Admin fee / account holder | $318 | $434-26.7% | $7,743-95.9% | $847-62.4% |