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 |
|---|---|---|
KOVACK SECURITIES INC1 year Filed as: KOVACK ADVISORS INC Service code 27 6451 N FEDERAL HWY STE 1201 · FT LAUDERDALE, FL 33308 | Advisory (Plan) | $13,748 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,651 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,517 |
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 | $38,272 | $89,355-57.2% | $141,162-72.9% | $72,985-47.6% |
| Participation rate | 97.6% | 75.1%+22.5pp | 82.5%+15.1pp | 69.5%+28.1pp |
| Annual return | 19.94% | 111.85%-91.9pp | 71.39%-51.4pp | 81.00%-61.1pp |
| Employer contribution / active EE | $4,892 | $3,114+57.1% | $4,735+3.3% | $2,440+100.5% |
| Participant deferral / active EE | $6,935 | $5,418+28.0% | $6,709+3.4% | $3,607+92.3% |
| Admin fee / account holder | $233 | $5,958-96.1% | $10,261-97.7% | $5,124-95.5% |