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 | $44,419 |
KESTRA INVESTMENT SERVICES LLC5+ years Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $29,896 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $725 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,090 | $81,474-56.9% | $133,956-73.8% | $73,488-52.3% |
| Participation rate | 98.7% | 76.4%+22.4pp | 79.8%+18.9pp | 70.7%+28.1pp |
| Annual return | 16.23% | 19.40%-3.2pp | 45.09%-28.9pp | 28.51%-12.3pp |
| Employer contribution / active EE | $1,852 | $2,209-16.2% | $3,919-52.7% | $2,270-18.4% |
| Participant deferral / active EE | $6,070 | $3,786+60.3% | $5,048+20.3% | $3,740+62.3% |
| Admin fee / account holder | $149 | $713-79.0% | $8,927-98.3% | $513-70.9% |