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 7-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: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,524 |
Service code 13 6300 BRIDGEPOINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $10,010 |
BAS PARTNERS2 years Service code 10 17446 SW 29 COURT · MIRAMAR, FL 33029 | Accounting | $3,250 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Fees | $2,269 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $139 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,666 | $47,977-77.8% | $154,107-93.1% | $56,287-81.1% |
| Participation rate | 94.6% | 66.2%+28.4pp | 83.0%+11.5pp | 69.9%+24.7pp |
| Annual return | -7.20% | 3.54%-10.7pp | 735.12%-742.3pp | -9.96%+2.8pp |
| Employer contribution / active EE | $1,117 | $2,169-48.5% | $5,298-78.9% | $2,111-47.1% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $158 | $438-63.9% | $13,411-98.8% | $521-69.6% |