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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $49,704 |
Filed as: PETER TAWNEY DBA TAWNEY PLLC Service code 10 15 W ST · CONCORD, NH 03301 | Accounting | $6,373 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $935 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $862 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,122 | $53,901+312.1% | $134,143+65.6% | $73,488+202.3% |
| Participation rate | 92.7% | 62.8%+29.9pp | 72.2%+20.5pp | 70.7%+22.0pp |
| Annual return | 18.92% | 15.82%+3.1pp | 36.33%-17.4pp | 28.51%-9.6pp |
| Employer contribution / active EE | $7,059 | $1,458+384.0% | $3,704+90.6% | $2,270+210.9% |
| Participant deferral / active EE | $8,950 | $2,739+226.8% | $3,499+155.8% | $3,740+139.3% |
| Admin fee / account holder | $335 | $581-42.4% | $6,684-95.0% | $513-34.8% |