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 | $89,470 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $44,868 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,237 |
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 | $22,280 | $79,519-72.0% | $95,952-76.8% | $73,409-69.6% |
| Participation rate | 73.2% | 81.2%-8.0pp | 77.1%-3.9pp | 72.2%+1.0pp |
| Annual return | 16.46% | 19.20%-2.7pp | 91.61%-75.1pp | 59.29%-42.8pp |
| Employer contribution / active EE | $766 | $2,048-62.6% | $2,541-69.8% | $2,234-65.7% |
| Participant deferral / active EE | $2,020 | $4,138-51.2% | $4,167-51.5% | $3,805-46.9% |
| Admin fee / account holder | $220 | $184+19.5% | $6,795-96.8% | $158+39.5% |