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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $68,900 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $32,734 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,595 |
KELLY FINANCIAL, INC.5+ years Service code 13 120 E. LAKESIDE STREET · MADISON, WI 53715 | Contract Administrator | $3,267 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,176 | $66,601-66.7% | $92,893-76.1% | $67,579-67.2% |
| Participation rate | 84.8% | 72.5%+12.3pp | 76.0%+8.8pp | 71.3%+13.5pp |
| Annual return | 19.75% | 92.58%-72.8pp | 109.41%-89.7pp | 378.56%-358.8pp |
| Employer contribution / active EE | $322 | $2,775-88.4% | $3,653-91.2% | $2,148-85.0% |
| Participant deferral / active EE | $2,004 | $3,157-36.5% | $4,236-52.7% | $3,539-43.4% |
| Admin fee / account holder | $183 | $199-8.0% | $5,794-96.8% | $142+28.6% |