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 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $49,583 |
Filed as: PETER TAWNEY DBA TAWNEY PLLC Service code 10 15 W ST · CONCORD, NH 03301 | Accounting | $8,525 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $575 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10 |
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 | $158,872 | $44,221+259.3% | $121,196+31.1% | $56,287+182.3% |
| Participation rate | 91.7% | 61.1%+30.6pp | 71.7%+19.9pp | 69.9%+21.8pp |
| Annual return | -5.17% | -3.58%-1.6pp | 16.93%-22.1pp | -9.96%+4.8pp |
| Employer contribution / active EE | $6,821 | $1,480+360.9% | $4,022+69.6% | $2,111+223.1% |
| Participant deferral / active EE | $9,168 | $2,521+263.6% | $3,344+174.1% | $3,350+173.7% |
| Admin fee / account holder | $402 | $480-16.3% | $5,019-92.0% | $521-22.8% |