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 | $135,387 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $57,426 |
WHITLEY PENN LLP3 years Service code 10 1400 WEST 7TH STREET SUITE 400 · FORT WORTH, TX 76102 | Accounting | $12,906 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Distribution (12b-1) fees; Other inve... | $721 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,168 | $127,481-32.4% | $149,696-42.4% | $90,288-4.6% |
| Participation rate | 95.4% | 78.2%+17.2pp | 82.5%+13.0pp | 73.4%+22.1pp |
| Annual return | 21.43% | 57.78%-36.3pp | 276.60%-255.2pp | 53.97%-32.5pp |
| Employer contribution / active EE | $3,213 | $3,448-6.8% | $4,644-30.8% | $2,524+27.3% |
| Participant deferral / active EE | $8,389 | $6,975+20.3% | $6,842+22.6% | $4,232+98.2% |
| Admin fee / account holder | $92 | $152-39.2% | $9,309-99.0% | $114-19.1% |