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) | $27,216 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,571 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $797 |
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 | $38,056 | $52,953-28.1% | $172,739-78.0% | $65,185-41.6% |
| Participation rate | 93.9% | 66.2%+27.7pp | 82.6%+11.3pp | 70.2%+23.7pp |
| Annual return | 21.57% | 30.12%-8.6pp | 802.84%-781.3pp | 29.38%-7.8pp |
| Employer contribution / active EE | $2,333 | $2,190+6.5% | $5,143-54.6% | $2,177+7.2% |
| Participant deferral / active EE | $2,584 | $2,471+4.6% | $5,198-50.3% | $3,514-26.5% |
| Admin fee / account holder | $158 | $472-66.6% | $13,954-98.9% | $847-81.4% |