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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,975 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $25,000 |
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 | $110,921 | $55,214+100.9% | $104,607+6.0% | $73,488+50.9% |
| Participation rate | 89.6% | 67.8%+21.7pp | 74.1%+15.5pp | 70.7%+18.9pp |
| Annual return | 16.97% | 24.79%-7.8pp | 340.46%-323.5pp | 28.51%-11.5pp |
| Employer contribution / active EE | $3,326 | $1,468+126.6% | $2,681+24.1% | $2,270+46.5% |
| Participant deferral / active EE | $4,122 | $2,925+41.0% | $3,740+10.2% | $3,740+10.2% |
| Admin fee / account holder | $197 | $424-53.5% | $6,473-97.0% | $513-61.6% |