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) | $8,750 |
Service code 13 7300 METRO BLVD STE 450 · EDINA, MN 55439 | Contract Administrator | $7,387 |
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,209 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,722 | $63,299+25.9% | $91,001-12.4% | $62,292+28.0% |
| Participation rate | 97.4% | 73.3%+24.1pp | 75.6%+21.8pp | 69.5%+27.9pp |
| Annual return | 12.46% | 20.99%-8.5pp | 4.60%+7.9pp | 28.90%-16.4pp |
| Employer contribution / active EE | $2,335 | $1,807+29.2% | $2,456-4.9% | $2,042+14.3% |
| Participant deferral / active EE | $3,766 | $2,943+28.0% | $3,547+6.2% | $3,169+18.8% |
| Admin fee / account holder | $703 | $468+50.4% | $5,417-87.0% | $479+46.8% |