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 ADVISORY SERVICES LLC Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $75,011 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,055 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,097 |
ALTIGRO PENSION SERVICES INC5 years Service code 13 3 US HIGHWAY 46 WEST · FAIRFIELD, NJ 070042904 | Contract Administrator | $1,200 |
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 | $148,250 | $88,083+68.3% | $164,813-10.0% | $74,495+99.0% |
| Participation rate | 85.6% | 73.0%+12.5pp | 78.6%+7.0pp | 67.2%+18.4pp |
| Annual return | 11.97% | 17.26%-5.3pp | 69.93%-58.0pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,451 | $2,593-44.1% | $4,341-66.6% | $2,623-44.7% |
| Participant deferral / active EE | $10,856 | $4,498+141.4% | $6,031+80.0% | $4,346+149.8% |
| Admin fee / account holder | $902 | $2,234-59.6% | $12,690-92.9% | $1,942-53.5% |