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 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $27,796 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $13,024 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 3077 W JEFFERSON ST STE 105 · JOLIET, IL 60435 | Accounting | $12,100 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,404 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $892 |
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 | $58,854 | $49,138+19.8% | $84,015-29.9% | $65,185-9.7% |
| Participation rate | 96.3% | 60.7%+35.6pp | 69.0%+27.3pp | 70.2%+26.1pp |
| Annual return | 20.95% | 23.00%-2.0pp | 71.31%-50.4pp | 29.38%-8.4pp |
| Employer contribution / active EE | $1,560 | $914+70.7% | $1,983-21.4% | $2,177-28.3% |
| Participant deferral / active EE | $3,397 | $2,397+41.7% | $3,239+4.9% | $3,514-3.3% |
| Admin fee / account holder | $297 | $543-45.3% | $6,101-95.1% | $847-64.9% |