Filed January 16, 2025
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) | $56,247 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,439 |
CROWE LLP3 years Service code 10 155 W NATIONWIDE BLVD STE 500 · COLUMBUS, OH 43215 | Accounting | $21,900 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $121,726 | $111,608+9.1% | $177,821-31.5% | $73,409+65.8% |
| Participation rate | 97.2% | 87.9%+9.4pp | 87.7%+9.5pp | 72.2%+25.1pp |
| Annual return | 12.88% | 18.23%-5.3pp | 48.32%-35.4pp | 59.29%-46.4pp |
| Employer contribution / active EE | $3,768 | $3,796-0.7% | $5,918-36.3% | $2,234+68.7% |
| Participant deferral / active EE | $6,850 | $6,199+10.5% | $7,714-11.2% | $3,805+80.0% |
| Admin fee / account holder | $133 | $166-19.7% | $12,427-98.9% | $158-15.8% |