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 7-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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $15,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,306 |
HELIOS CONSULTING INC1 year Service code 99 9681 41ST ST NE · ST MICHAEL, MN 55376 | Other Fees | $6,645 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,024 |
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 | $35,667 | $79,519-55.1% | $95,952-62.8% | $73,409-51.4% |
| Participation rate | 68.6% | 81.2%-12.5pp | 77.1%-8.4pp | 72.2%-3.5pp |
| Annual return | 17.94% | 19.20%-1.3pp | 91.61%-73.7pp | 59.29%-41.4pp |
| Employer contribution / active EE | $989 | $2,048-51.7% | $2,541-61.1% | $2,234-55.7% |
| Participant deferral / active EE | $3,934 | $4,138-4.9% | $4,167-5.6% | $3,805+3.4% |
| Admin fee / account holder | $118 | $184-35.8% | $6,795-98.3% | $158-25.0% |