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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,261 |
KESTRA INVESTMENT SERVICES LLC2+ years Service code 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $17,792 |
MARK NARDELLA1 year Filed as: MARK MILLER HOLDINGS LLC Service code 99 730 S WEST TEMPLE · SALT LAKE CITY, UT 84101 | Other Fees | $17,454 |
VALENTINE CPA1 year Filed as: VALENTINE CPA PC Service code 10 944 E GORDON LN · LAYTON, UT 84040 | Accounting | $5,350 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $105 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,276 | $71,192-65.9% | $117,854-79.4% | $62,292-61.0% |
| Participation rate | 95.6% | 74.2%+21.3pp | 79.7%+15.9pp | 69.5%+26.0pp |
| Annual return | 15.87% | 18.66%-2.8pp | 335.08%-319.2pp | 28.90%-13.0pp |
| Employer contribution / active EE | $1,568 | $1,934-18.9% | $3,786-58.6% | $2,042-23.2% |
| Participant deferral / active EE | $3,692 | $3,189+15.8% | $4,482-17.6% | $3,169+16.5% |
| Admin fee / account holder | $186 | $587-68.3% | $8,020-97.7% | $479-61.1% |