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 INC2 years Filed as: KOVACK ADVISORS INC Service code 27 6451 N FEDERAL HWY STE 1201 · FT LAUDERDALE, FL 33308 | Advisory (Plan) | $14,605 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,906 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,874 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $1,652 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,463 | $98,750-52.9% | $149,696-69.0% | $79,858-41.8% |
| Participation rate | 82.9% | 75.8%+7.2pp | 82.5%+0.5pp | 69.6%+13.3pp |
| Annual return | 9.96% | 27.43%-17.5pp | 276.60%-266.6pp | 31.71%-21.8pp |
| Employer contribution / active EE | $6,310 | $3,216+96.2% | $4,644+35.9% | $2,471+155.4% |
| Participant deferral / active EE | $10,376 | $5,680+82.7% | $6,842+51.7% | $3,740+177.4% |
| Admin fee / account holder | $337 | $6,053-94.4% | $9,309-96.4% | $5,306-93.6% |