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: KESTRA AS, LLC FBO COBIZ RETIREME Service code 27 · EIN 35-2552359 | Advisory (Plan) | $6,235 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,169 |
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 | $61,447 | $59,535+3.2% | $90,160-31.8% | $62,292-1.4% |
| Participation rate | 87.8% | 73.0%+14.8pp | 76.9%+11.0pp | 69.5%+18.3pp |
| Annual return | 25.40% | 23.53%+1.9pp | 34.88%-9.5pp | 28.90%-3.5pp |
| Employer contribution / active EE | $2,238 | $1,826+22.6% | $3,318-32.5% | $2,042+9.6% |
| Participant deferral / active EE | $7,318 | $4,639+57.8% | $5,288+38.4% | $3,169+130.9% |
| Admin fee / account holder | $52 | $337-84.4% | $5,943-99.1% | $479-89.1% |