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) | $64,371 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,314 |
ALTIGRO PENSION SERVICES INC3 years Service code 13 3 US HIGHWAY 46 WEST · FAIRFIELD, NJ 070042904 | Contract Administrator | $9,074 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,939 | $86,655+40.7% | $119,609+1.9% | $66,914+82.2% |
| Participation rate | 82.7% | 75.6%+7.1pp | 79.3%+3.4pp | 69.8%+12.9pp |
| Annual return | -16.70% | -8.00%-8.7pp | -14.97%-1.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $334 | $2,536-86.8% | $4,232-92.1% | $2,544-86.9% |
| Participant deferral / active EE | $9,429 | $4,358+116.4% | $5,602+68.3% | $4,237+122.5% |
| Admin fee / account holder | $982 | $755+30.2% | $10,323-90.5% | $593+65.6% |