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 9-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 | $33,196 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $29,351 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $398 |
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 | $35,253 | $61,473-42.7% | $81,930-57.0% | $73,409-52.0% |
| Participation rate | 90.4% | 72.4%+18.0pp | 72.0%+18.4pp | 72.2%+18.2pp |
| Annual return | 16.19% | 28.26%-12.1pp | 29.49%-13.3pp | 59.29%-43.1pp |
| Employer contribution / active EE | $3,105 | $1,898+63.6% | $4,310-28.0% | $2,234+39.0% |
| Participant deferral / active EE | $4,375 | $3,080+42.0% | $7,107-38.4% | $3,805+15.0% |
| Admin fee / account holder | $145 | $125+15.6% | $5,158-97.2% | $158-8.1% |