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 | $41,468 |
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 16 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Consulting | $35,608 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,300 |
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 | $143,766 | $63,299+127.1% | $91,001+58.0% | $62,292+130.8% |
| Participation rate | 94.4% | 73.3%+21.1pp | 75.6%+18.8pp | 69.5%+24.9pp |
| Annual return | 14.78% | 20.99%-6.2pp | 4.60%+10.2pp | 28.90%-14.1pp |
| Employer contribution / active EE | $5,058 | $1,807+179.9% | $2,456+106.0% | $2,042+147.6% |
| Participant deferral / active EE | $6,199 | $2,943+110.7% | $3,547+74.7% | $3,169+95.6% |
| Admin fee / account holder | $540 | $468+15.5% | $5,417-90.0% | $479+12.7% |