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: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,209 |
Filed as: BOON ADMINISTRATIVE SERVICES, INC. Service code 13 6300 BRIDGEPOINT, PKWY · AUSTIN, TX 78730 | Contract Administrator | $15,000 |
AMERICA'S 401K, INC.2 years Filed as: AMERICA'S 401(K), LLC Service code 13 8131 LBJ FREEWAY · DALLAS, TX 75251 | Contract Administrator | $10,187 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2, STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,319 | $51,620+38.2% | $90,281-21.0% | $65,185+9.4% |
| Participation rate | 60.0% | 68.6%-8.6pp | 73.3%-13.3pp | 70.2%-10.2pp |
| Annual return | 22.79% | 24.94%-2.2pp | 78.10%-55.3pp | 29.38%-6.6pp |
| Employer contribution / active EE | $2,176 | $2,235-2.6% | $2,854-23.8% | $2,1770% |
| Participant deferral / active EE | $6,138 | $2,871+113.8% | $3,885+58.0% | $3,514+74.7% |
| Admin fee / account holder | $375 | $384-2.3% | $5,351-93.0% | $847-55.7% |