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: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $99,734 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $36,050 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,909 |
BERDON LLP3 years Service code 10 · EIN 13-0485070 | Accounting | $12,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $385,820 | $84,487+356.7% | $125,339+207.8% | $66,914+476.6% |
| Participation rate | 90.3% | 76.4%+13.9pp | 82.4%+7.9pp | 69.8%+20.5pp |
| Annual return | -21.57% | -8.39%-13.2pp | 572.05%-593.6pp | 1.58%-23.2pp |
| Employer contribution / active EE | $3,238 | $3,553-8.9% | $4,814-32.7% | $2,544+27.3% |
| Participant deferral / active EE | $12,800 | $6,781+88.8% | $7,446+71.9% | $4,237+202.1% |
| Admin fee / account holder | $1,731 | $685+152.7% | $10,010-82.7% | $593+191.8% |