See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,850 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 55 5707 SW PARKWAY · AUSTIN, TX 78735 | Other Commissions | $25,581 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $110 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,575 | $50,956-6.6% | $96,562-50.7% | $86,799-45.2% |
| Participation rate | 40.4% | 65.2%-24.9pp | 69.8%-29.5pp | 72.3%-31.9pp |
| Annual return | 14.51% | 21.27%-6.8pp | 37.78%-23.3pp | 97.91%-83.4pp |
| Employer contribution / active EE | $502 | $1,111-54.8% | $2,356-78.7% | $2,405-79.1% |
| Participant deferral / active EE | $848 | $2,954-71.3% | $3,849-78.0% | $4,131-79.5% |
| Admin fee / account holder | $314 | $166+89.1% | $6,181-94.9% | $170+85.1% |