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 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $36,961 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,714 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,586 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,177 | $61,1560% | $185,823-67.1% | $79,386-22.9% |
| Participation rate | 95.4% | 66.6%+28.8pp | 81.7%+13.7pp | 70.7%+24.7pp |
| Annual return | 13.06% | 19.45%-6.4pp | 122.05%-109.0pp | 116.85%-103.8pp |
| Employer contribution / active EE | $2,770 | $2,321+19.4% | $5,167-46.4% | $2,427+14.1% |
| Participant deferral / active EE | $2,955 | $2,789+6.0% | $5,568-46.9% | $4,046-26.9% |
| Admin fee / account holder | $256 | $710-63.9% | $16,237-98.4% | $626-59.1% |