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 6-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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $118,861 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $50,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,431 |
Filed as: HARRINGTON LANER & ASSOCIATES Service code 10 563 PHALEN BLVD · ST. PAUL, MN 55130 | Accounting | $9,250 |
GRANT THORNTON LLP2 years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 606943500 | Accounting | $1,000 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,259 | $93,131+21.6% | $106,548+6.3% | $86,799+30.5% |
| Participation rate | 95.8% | 81.4%+14.4pp | 76.1%+19.7pp | 72.3%+23.5pp |
| Annual return | 17.53% | 19.45%-1.9pp | 26.80%-9.3pp | 97.91%-80.4pp |
| Employer contribution / active EE | $3,886 | $2,895+34.2% | $2,819+37.8% | $2,405+61.5% |
| Participant deferral / active EE | $8,410 | $4,708+78.6% | $4,398+91.2% | $4,131+103.6% |
| Admin fee / account holder | $252 | $145+73.5% | $7,407-96.6% | $170+48.4% |