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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,342 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $6,469 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,388 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $1,678 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,662 | $80,753-75.7% | $136,294-85.6% | $62,292-68.4% |
| Participation rate | 62.4% | 73.5%-11.2pp | 81.9%-19.6pp | 69.5%-7.2pp |
| Annual return | 25.91% | 35.83%-9.9pp | 5155.94%-5130.0pp | 28.90%-3.0pp |
| Employer contribution / active EE | $1,764 | $2,884-38.8% | $4,695-62.4% | $2,042-13.6% |
| Participant deferral / active EE | $3,370 | $5,164-34.7% | $6,247-46.0% | $3,169+6.4% |
| Admin fee / account holder | $213 | $525-59.4% | $9,243-97.7% | $479-55.5% |