See peer percentile detail with Solo.
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.
See the 9-year trajectory with Solo.
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: REILLY FINANCIAL ADVISORS LLC Service code 27 7777 ALVARADO RD STE 116 · LA MESA, CA 91942 | Advisory (Plan) | $27,472 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,181 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,259 | $84,028+21.7% | $75,696+35.1% | - |
| Participation rate | 100.0% | 79.0%+21.0pp | 74.8%+25.2pp | - |
| Annual return | 4.37% | 14.09%-9.7pp | 104.53%-100.2pp | - |
| Employer contribution / active EE | $1,579 | $2,146-26.4% | $2,743-42.4% | - |
| Participant deferral / active EE | $3,499 | $3,526-0.8% | $3,821-8.4% | - |
| Admin fee / account holder | $260 | $3,165-91.8% | $3,619-92.8% | - |