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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Service code 55 | Other Commissions | $55,830 |
TRUOG-RYDING COMPANY, INC.2+ years Filed as: TRUOG-RYDING COMPANY, INC Service code 13 2659 TOWNSGATE ROAD, STE. 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $18,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,782 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,100 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 55 1250 CAPITAL OF TEXAS HWY. S #2-125 · AUSTIN, TX 78746 | Other Commissions | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,251 | $74,024-68.6% | $77,999-70.2% | $57,658-59.7% |
| Participation rate | 91.4% | 79.7%+11.6pp | 75.5%+15.9pp | 70.2%+21.2pp |
| Annual return | 6.93% | 12.14%-5.2pp | 425.96%-419.0pp | 5.13%+1.8pp |
| Employer contribution / active EE | $691 | $2,365-70.8% | $2,470-72.0% | $1,974-65.0% |
| Participant deferral / active EE | $1,913 | $3,533-45.9% | $3,497-45.3% | $3,061-37.5% |
| Admin fee / account holder | $6 | $93-93.8% | $5,480-99.9% | $95-93.9% |