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: KESTRA INVESMENT SERVICES LLC Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $66,372 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,525 |
ALTIGRO PENSION SERVICES INC2 years Service code 13 3 US HIGHWAY 46 WEST · FAIRFIELD, NJ 070042904 | Contract Administrator | $10,514 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,412 | $99,985+44.4% | $146,665-1.5% | $85,850+68.2% |
| Participation rate | 79.6% | 73.1%+6.5pp | 80.1%-0.5pp | 69.3%+10.3pp |
| Annual return | 13.03% | 18.93%-5.9pp | 22.74%-9.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $323 | $2,559-87.4% | $4,136-92.2% | $2,565-87.4% |
| Participant deferral / active EE | $8,978 | $4,006+124.1% | $5,506+63.1% | $3,952+127.2% |
| Admin fee / account holder | $1,028 | $7,702-86.6% | $10,280-90.0% | $6,260-83.6% |