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 10-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) | $32,363 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,161 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,362 | $60,776+1.0% | $85,682-28.4% | $79,386-22.7% |
| Participation rate | 88.5% | 62.1%+26.4pp | 69.9%+18.7pp | 70.7%+17.8pp |
| Annual return | 13.67% | 16.57%-2.9pp | 21.49%-7.8pp | 116.85%-103.2pp |
| Employer contribution / active EE | $1,900 | $1,663+14.2% | $2,618-27.4% | $2,427-21.7% |
| Participant deferral / active EE | $6,087 | $2,919+108.6% | $3,923+55.2% | $4,046+50.5% |
| Admin fee / account holder | $227 | $438-48.1% | $6,873-96.7% | $626-63.7% |