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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $67,888 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $31,695 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,192 | $65,292-27.7% | $71,671-34.2% | $77,958-39.5% |
| Participation rate | 93.0% | 67.4%+25.6pp | 68.7%+24.3pp | 71.6%+21.4pp |
| Annual return | 19.69% | 21.25%-1.6pp | 20.65%-1.0pp | 20.87%-1.2pp |
| Employer contribution / active EE | $1,804 | $2,085-13.5% | $2,460-26.6% | $2,310-21.9% |
| Participant deferral / active EE | $3,462 | $3,008+15.1% | $3,438+0.7% | $3,537-2.1% |
| Admin fee / account holder | $100 | $84+17.9% | $5,558-98.2% | $97+2.2% |