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) | $18,447 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,198 |
RSM US LLP1 year Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $6,222 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $405 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $56,321 | $66,310-15.1% | $93,606-39.8% | $65,185-13.6% |
| Participation rate | 39.7% | 74.0%-34.3pp | 75.8%-36.1pp | 70.2%-30.5pp |
| Annual return | 23.89% | 42.58%-18.7pp | 32.76%-8.9pp | 29.38%-5.5pp |
| Employer contribution / active EE | $746 | $2,012-62.9% | $2,718-72.5% | $2,177-65.7% |
| Participant deferral / active EE | $2,239 | $3,342-33.0% | $4,069-45.0% | $3,514-36.3% |
| Admin fee / account holder | $595 | $6,897-91.4% | $7,888-92.5% | $847-29.7% |