See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $82,208 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,576 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $496 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,836 | $42,353+20.0% | $79,550-36.1% | $64,808-21.6% |
| Participation rate | 97.0% | 64.8%+32.2pp | 69.5%+27.5pp | 71.5%+25.5pp |
| Annual return | -17.64% | -12.24%-5.4pp | 0.16%-17.8pp | 32.82%-50.5pp |
| Employer contribution / active EE | $2,123 | $1,181+79.8% | $2,413-12.0% | $2,506-15.3% |
| Participant deferral / active EE | $6,596 | $3,170+108.1% | $3,985+65.5% | $4,310+53.0% |
| Admin fee / account holder | $176 | $160+10.0% | $6,832-97.4% | $188-6.5% |