See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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) | $14,897 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,028 |
Filed as: INTEGRITY RETIREMENT PLAN SERVICES Service code 13 20975 SWENSON DRIVE, SUITE 225 · WAUKESHA, WI 53186 | Contract Administrator | $5,060 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,385 | $91,552+15.1% | $133,956-21.3% | $79,858+32.0% |
| Participation rate | 73.7% | 73.3%+0.3pp | 79.8%-6.2pp | 69.6%+4.1pp |
| Annual return | 16.02% | 61.85%-45.8pp | 45.09%-29.1pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,192 | $2,384-8.0% | $3,919-44.1% | $2,471-11.3% |
| Participant deferral / active EE | $8,277 | $3,733+121.7% | $5,048+64.0% | $3,740+121.3% |
| Admin fee / account holder | $613 | $6,321-90.3% | $8,927-93.1% | $5,306-88.5% |