See peer percentile detail. $4.99 for your first month.
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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) | $11,287 |
THE VANGUARD GROUP, INC.1 year Service code 64 · EIN 23-1944593 | Recordkeeping Fees | $4,158 |
COE ADMINISTRATORS, LLC7+ years Service code 13 2450 WITZEL AVENUE · OSHKOSH, WI 54904 | Contract Administrator | $1,290 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,231 | $77,660-44.3% | $109,143-60.4% | $79,386-45.5% |
| Participation rate | 48.1% | 67.8%-19.7pp | 75.9%-27.8pp | 70.7%-22.6pp |
| Annual return | 15.93% | 23.44%-7.5pp | 25.75%-9.8pp | 116.85%-100.9pp |
| Employer contribution / active EE | $1,876 | $2,797-32.9% | $3,722-49.6% | $2,427-22.7% |
| Participant deferral / active EE | $2,991 | $3,518-15.0% | $4,653-35.7% | $4,046-26.1% |
| Admin fee / account holder | $125 | $732-82.9% | $6,752-98.1% | $626-80.0% |