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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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) | $8,222 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,046 |
Service code 52 | Indirect Investment Fees | $3,248 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $36 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,986 | $29,369-35.4% | $77,482-75.5% | $73,409-74.1% |
| Participation rate | 31.2% | 37.9%-6.7pp | 54.2%-23.0pp | 72.2%-41.0pp |
| Annual return | 28.17% | 358.15%-330.0pp | 54.79%-26.6pp | 59.29%-31.1pp |
| Employer contribution / active EE | $44 | $406-89.0% | $986-95.5% | $2,234-98.0% |
| Participant deferral / active EE | $648 | $941-31.1% | $1,861-65.2% | $3,805-83.0% |
| Admin fee / account holder | $156 | $123+27.1% | $2,858-94.5% | $158-1.2% |