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 6-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 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $19,105 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,887 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,213 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,692 | $94,833-82.4% | $75,696-77.9% | $86,799-80.8% |
| Participation rate | 95.9% | 79.1%+16.8pp | 74.8%+21.1pp | 72.3%+23.6pp |
| Annual return | 22.23% | 16.91%+5.3pp | 104.53%-82.3pp | 97.91%-75.7pp |
| Employer contribution / active EE | $1,891 | $2,904-34.9% | $2,743-31.1% | $2,405-21.4% |
| Participant deferral / active EE | $3,316 | $3,632-8.7% | $3,821-13.2% | $4,131-19.7% |
| Admin fee / account holder | $139 | $109+27.6% | $3,619-96.2% | $170-18.3% |