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 | $104,796 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $57,877 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,758 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
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 | $60,339 | $74,462-19.0% | $81,983-26.4% | $90,288-33.2% |
| Participation rate | 95.7% | 69.7%+26.0pp | 69.2%+26.4pp | 73.4%+22.3pp |
| Annual return | 14.97% | 17.56%-2.6pp | 41.31%-26.3pp | 53.97%-39.0pp |
| Employer contribution / active EE | $1,899 | $2,334-18.6% | $2,498-24.0% | $2,524-24.8% |
| Participant deferral / active EE | $4,018 | $3,602+11.5% | $3,722+7.9% | $4,232-5.1% |
| Admin fee / account holder | $117 | $98+19.0% | $5,664-97.9% | $114+2.2% |