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 8-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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $9,345 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,702 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,745 |
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 | $15,791 | $65,322-75.8% | $70,449-77.6% | $73,488-78.5% |
| Participation rate | 94.6% | 77.0%+17.7pp | 75.1%+19.6pp | 70.7%+24.0pp |
| Annual return | 44.62% | 15.71%+28.9pp | 109.03%-64.4pp | 28.51%+16.1pp |
| Employer contribution / active EE | $1,360 | $2,460-44.7% | $2,737-50.3% | $2,270-40.1% |
| Participant deferral / active EE | $2,523 | $3,375-25.3% | $3,709-32.0% | $3,740-32.5% |
| Admin fee / account holder | $64 | $214-70.1% | $3,845-98.3% | $513-87.5% |