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 7-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 |
|---|---|---|
BAM ADVISOR SERVICES4+ years Service code 26 · EIN 20-8307105 | Advisory (Participants) | $6,665 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $5,785 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,907 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,149 | $42,810-55.3% | $169,463-88.7% | $55,725-65.6% |
| Participation rate | 64.1% | 64.7%-0.7pp | 77.8%-13.7pp | 70.9%-6.8pp |
| Annual return | -4.79% | -3.61%-1.2pp | 1.83%-6.6pp | 244.93%-249.7pp |
| Employer contribution / active EE | $614 | $1,402-56.2% | $4,159-85.2% | $2,078-70.5% |
| Participant deferral / active EE | $1,496 | $3,141-52.4% | $5,277-71.6% | $3,356-55.4% |
| Admin fee / account holder | $115 | $106+8.4% | $9,109-98.7% | $115+0.2% |