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) | $10,755 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,573 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,990 |
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).
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 | $22,558 | $58,264-61.3% | $86,612-74.0% | $71,457-68.4% |
| Participation rate | 73.6% | 65.0%+8.7pp | 71.7%+1.9pp | 67.9%+5.7pp |
| Annual return | 11.81% | 21.63%-9.8pp | 591.07%-579.3pp | 28.85%-17.0pp |
| Employer contribution / active EE | $1,459 | $2,574-43.3% | $3,022-51.7% | $2,588-43.6% |
| Participant deferral / active EE | $2,631 | $3,436-23.4% | $4,438-40.7% | $4,289-38.7% |
| Admin fee / account holder | $214 | $1,057-79.8% | $5,614-96.2% | $1,587-86.5% |