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 | $32,307 |
AMERICA'S 401K, INC.3 years Filed as: AMERICA'S 401(K), LLC Service code 13 8131 LBJ FREEWAY · DALLAS, TX 75251 | Contract Administrator | $17,089 |
Filed as: BOON ADMINISTRATIVE SERVICES, INC. Service code 13 6300 BRIDGEPOINT, PKWY · AUSTIN, TX 78730 | Contract Administrator | $14,997 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2, STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $5,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,555 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,080 | $66,124+21.1% | $90,404-11.4% | $73,488+9.0% |
| Participation rate | 46.6% | 69.7%-23.1pp | 72.7%-26.1pp | 70.7%-24.1pp |
| Annual return | 17.56% | 17.65%-0.1pp | 1293.02%-1275.5pp | 28.51%-10.9pp |
| Employer contribution / active EE | $2,144 | $2,346-8.6% | $3,262-34.3% | $2,270-5.6% |
| Participant deferral / active EE | $6,349 | $3,039+108.9% | $3,963+60.2% | $3,740+69.8% |
| Admin fee / account holder | $380 | $396-4.1% | $5,611-93.2% | $513-26.0% |