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 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $1,057 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $253 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,530 | $51,197-61.9% | $82,719-76.4% | $66,914-70.8% |
| Participation rate | 64.0% | 67.8%-3.8pp | 72.6%-8.5pp | 69.8%-5.8pp |
| Annual return | -20.70% | -9.64%-11.1pp | 701.18%-721.9pp | 1.58%-22.3pp |
| Employer contribution / active EE | $1,211 | $2,611-53.6% | $3,009-59.7% | $2,544-52.4% |
| Participant deferral / active EE | $2,429 | $3,458-29.8% | $4,395-44.7% | $4,237-42.7% |
| Admin fee / account holder | $201 | $416-51.5% | $5,329-96.2% | $593-66.0% |