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 | $26,164 |
BAKER TILLY US, LLP1 year Service code 10 115 SOUTH 84 ST STE 400 · MILWAUKEE, WI 53214 | Accounting | $14,000 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $6,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,544 | $85,135-25.4% | $98,907-35.8% | $73,409-13.4% |
| Participation rate | 91.4% | 81.1%+10.3pp | 76.0%+15.4pp | 72.2%+19.2pp |
| Annual return | 11.14% | 19.14%-8.0pp | 196.43%-185.3pp | 59.29%-48.1pp |
| Employer contribution / active EE | $2,520 | $2,721-7.4% | $2,689-6.3% | $2,234+12.8% |
| Participant deferral / active EE | $5,234 | $4,349+20.3% | $4,244+23.3% | $3,805+37.5% |
| Admin fee / account holder | $129 | $139-7.3% | $6,642-98.1% | $158-18.3% |