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.
| Provider | Service type | Compensation |
|---|---|---|
FIRST GREAT-WESTS LIFE & ANNUITY1+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,275 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PARKWAY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $332 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $108 |
PRCA1+ years Service code 13 555 GOFFLE RD STE 200 · RIDGEWOOD, NJ 07451 | Contract Administrator | $100 |
Participant contribution per participant 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 | $2,308 | $86,655-97.3% | $119,609-98.1% | $66,914-96.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | 0.00% | -8.00%+8.0pp | -14.97%+15.0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $1,965 | $2,536-22.5% | $4,232-53.6% | $2,544-22.8% |
| Participant deferral / active EE | $1,394 | $4,358-68.0% | $5,602-75.1% | $4,237-67.1% |
| Admin fee / account holder | $8 | $755-99.0% | $10,323-99.9% | $593-98.7% |