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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $96,906 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $33,753 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,299 | $111,491+27.6% | $189,513-24.9% | $86,799+63.9% |
| Participation rate | 97.4% | 87.3%+10.1pp | 87.8%+9.6pp | 72.3%+25.1pp |
| Annual return | 17.73% | 83.50%-65.8pp | 555.15%-537.4pp | 97.91%-80.2pp |
| Employer contribution / active EE | $3,906 | $3,951-1.1% | $6,162-36.6% | $2,405+62.4% |
| Participant deferral / active EE | $7,695 | $6,437+19.5% | $8,221-6.4% | $4,131+86.3% |
| Admin fee / account holder | $43 | $189-77.4% | $12,045-99.6% | $170-74.8% |