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 |
|---|---|---|
FREESTATE ADVISORS LLC6 years Service code 27 4901 W 136TH ST · LEAWOOD, KS 66224 | Advisory (Plan) | $45,893 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $26,978 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,182 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,311 | $47,898-38.8% | $117,472-75.0% | $64,808-54.8% |
| Participation rate | 87.0% | 61.9%+25.1pp | 70.6%+16.4pp | 71.5%+15.6pp |
| Annual return | -16.67% | -15.54%-1.1pp | 29.74%-46.4pp | 32.82%-49.5pp |
| Employer contribution / active EE | $788 | $1,774-55.6% | $4,176-81.1% | $2,506-68.6% |
| Participant deferral / active EE | $2,035 | $3,151-35.4% | $4,070-50.0% | $4,310-52.8% |
| Admin fee / account holder | $110 | $132-16.5% | $5,645-98.0% | $188-41.4% |