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 27 7200 E HAMPDEN AVE STE 206 · DENVER, CO 80224 | Advisory (Plan) | $27,574 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $9,029 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,440 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,486 | $66,302-11.8% | $110,238-46.9% | $56,287+3.9% |
| Participation rate | 84.6% | 74.9%+9.6pp | 79.8%+4.7pp | 69.9%+14.7pp |
| Annual return | -7.15% | -1.18%-6.0pp | 314.74%-321.9pp | -9.96%+2.8pp |
| Employer contribution / active EE | $1,050 | $2,047-48.7% | $3,826-72.5% | $2,111-50.2% |
| Participant deferral / active EE | $3,156 | $3,381-6.6% | $4,672-32.4% | $3,350-5.8% |
| Admin fee / account holder | $356 | $698-49.1% | $8,547-95.8% | $521-31.7% |