See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $61,303 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,216 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,554 |
DAVIS3 years Filed as: DCPAS LLC DBA DAVIS & COMPANY CPAS Service code 10 990 LAKE HUNTER CIR STE 207 · MOUNT PLEASANT, SC 29464 | Accounting | $9,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,021 | $99,957-22.9% | $149,696-48.5% | $73,488+4.8% |
| Participation rate | 96.7% | 75.7%+21.0pp | 82.5%+14.2pp | 70.7%+26.0pp |
| Annual return | 20.95% | 53.87%-32.9pp | 276.60%-255.6pp | 28.51%-7.6pp |
| Employer contribution / active EE | $3,724 | $3,191+16.7% | $4,644-19.8% | $2,270+64.1% |
| Participant deferral / active EE | $7,736 | $6,073+27.4% | $6,842+13.1% | $3,740+106.9% |
| Admin fee / account holder | $321 | $551-41.7% | $9,309-96.6% | $513-37.4% |