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 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $125,654 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVS. Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $17,652 |
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 13 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 018801319 | Contract Administrator | $9,275 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,037 | $99,957+142.1% | $149,696+61.7% | $73,488+229.4% |
| Participation rate | 95.2% | 75.7%+19.5pp | 82.5%+12.7pp | 70.7%+24.5pp |
| Annual return | 18.52% | 53.87%-35.3pp | 276.60%-258.1pp | 28.51%-10.0pp |
| Employer contribution / active EE | $8,990 | $3,191+181.7% | $4,644+93.6% | $2,270+296.0% |
| Participant deferral / active EE | $12,685 | $6,073+108.9% | $6,842+85.4% | $3,740+239.2% |
| Admin fee / account holder | $747 | $551+35.7% | $9,309-92.0% | $513+45.7% |