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 | $17,209 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PARKWAY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $5,973 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,424 | $65,435-29.1% | $86,677-46.4% | $66,914-30.6% |
| Participation rate | 52.7% | 75.5%-22.8pp | 76.6%-23.9pp | 69.8%-17.1pp |
| Annual return | -16.58% | -10.89%-5.7pp | 35.91%-52.5pp | 1.58%-18.2pp |
| Employer contribution / active EE | $1,172 | $2,153-45.6% | $2,836-58.7% | $2,544-53.9% |
| Participant deferral / active EE | $2,288 | $4,100-44.2% | $4,656-50.9% | $4,237-46.0% |
| Admin fee / account holder | $285 | $642-55.6% | $7,493-96.2% | $593-52.0% |