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) | $63,306 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,179 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,141 |
ALTIGRO PENSION SERVICES INC4 years Service code 13 3 US HIGHWAY 46 WEST · FAIRFIELD, NJ 070042904 | Contract Administrator | $3,174 |
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 | $144,890 | $82,978+74.6% | $129,995+11.5% | $71,457+102.8% |
| Participation rate | 84.1% | 74.1%+10.0pp | 78.5%+5.6pp | 67.9%+16.2pp |
| Annual return | 18.01% | 20.60%-2.6pp | -137.18%+155.2pp | 28.85%-10.8pp |
| Employer contribution / active EE | $393 | $2,622-85.0% | $4,320-90.9% | $2,588-84.8% |
| Participant deferral / active EE | $10,245 | $4,432+131.2% | $5,820+76.0% | $4,289+138.9% |
| Admin fee / account holder | $920 | $1,729-46.8% | $10,614-91.3% | $1,587-42.0% |