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) | $26,344 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,805 |
RSM US LLP3 years Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $6,900 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,629 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,964 | $79,428-15.7% | $106,548-37.2% | $79,386-15.6% |
| Participation rate | 38.8% | 74.1%-35.4pp | 76.1%-37.4pp | 70.7%-31.9pp |
| Annual return | 15.32% | 18.27%-2.9pp | 26.80%-11.5pp | 116.85%-101.5pp |
| Employer contribution / active EE | $708 | $2,234-68.3% | $2,819-74.9% | $2,427-70.8% |
| Participant deferral / active EE | $2,251 | $3,823-41.1% | $4,398-48.8% | $4,046-44.3% |
| Admin fee / account holder | $625 | $523+19.5% | $7,407-91.6% | $626-0.2% |