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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $10,318 |
COE ADMINISTRATORS, LLC6+ years Service code 13 2450 WITZEL AVENUE · OSHKOSH, WI 54904 | Contract Administrator | $2,063 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,294 | $69,362-50.6% | $101,248-66.1% | $73,488-53.3% |
| Participation rate | 49.5% | 68.4%-18.9pp | 75.8%-26.3pp | 70.7%-21.1pp |
| Annual return | 20.83% | 18.46%+2.4pp | 46.47%-25.6pp | 28.51%-7.7pp |
| Employer contribution / active EE | $1,589 | $2,628-39.6% | $3,660-56.6% | $2,270-30.0% |
| Participant deferral / active EE | $2,603 | $3,300-21.1% | $4,370-40.4% | $3,740-30.4% |
| Admin fee / account holder | $13 | $704-98.1% | $5,945-99.8% | $513-97.4% |