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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $43,159 |
Filed as: PETER TAWNEY DBA TAWNEY PLLC Service code 10 15 W ST · CONCORD, NH 03301 | Accounting | $1,989 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $62 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $198,926 | $46,722+325.8% | $130,648+52.3% | $65,185+205.2% |
| Participation rate | 92.6% | 60.9%+31.7pp | 71.7%+20.9pp | 70.2%+22.4pp |
| Annual return | 25.24% | 24.17%+1.1pp | 1708.96%-1683.7pp | 29.38%-4.1pp |
| Employer contribution / active EE | $7,795 | $1,488+424.0% | $4,092+90.5% | $2,177+258.1% |
| Participant deferral / active EE | $9,145 | $2,545+259.3% | $3,603+153.8% | $3,514+160.3% |
| Admin fee / account holder | $294 | $453-35.2% | $5,464-94.6% | $847-65.3% |