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 | $35,736 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 55 5707 SW PARKWAY · AUSTIN, TX 78735 | Other Commissions | $21,224 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $87 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,249 | $64,286-26.5% | $90,951-48.1% | $73,409-35.6% |
| Participation rate | 37.1% | 63.6%-26.5pp | 69.0%-31.9pp | 72.2%-35.1pp |
| Annual return | 17.43% | 21.45%-4.0pp | 134.60%-117.2pp | 59.29%-41.9pp |
| Employer contribution / active EE | $446 | $895-50.1% | $2,122-79.0% | $2,234-80.0% |
| Participant deferral / active EE | $682 | $2,453-72.2% | $3,373-79.8% | $3,805-82.1% |
| Admin fee / account holder | $258 | $287-10.1% | $5,959-95.7% | $158+63.5% |