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 | $71,281 |
Service code 13 6300 BRIDGEPOINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $27,399 |
KESTRA INVESTMENT SERVICES LLC4+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Fees | $6,638 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,441 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,650 | $62,928-89.4% | $172,739-96.2% | $67,579-90.2% |
| Participation rate | 83.0% | 64.5%+18.6pp | 82.6%+0.4pp | 71.3%+11.7pp |
| Annual return | 18.46% | 30.36%-11.9pp | 802.84%-784.4pp | 378.56%-360.1pp |
| Employer contribution / active EE | $3,323 | $1,636+103.1% | $5,143-35.4% | $2,148+54.7% |
| Participant deferral / active EE | $445 | $2,145-79.2% | $5,198-91.4% | $3,539-87.4% |
| Admin fee / account holder | $115 | $167-31.0% | $13,954-99.2% | $142-19.1% |