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 8-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 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $12,196 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,105 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,493 | $79,013-61.4% | $100,391-69.6% | $74,495-59.1% |
| Participation rate | 89.7% | 79.5%+10.2pp | 81.5%+8.2pp | 67.2%+22.5pp |
| Annual return | 27.30% | 20.41%+6.9pp | 49.20%-21.9pp | 1364.94%-1337.6pp |
| Employer contribution / active EE | $1,061 | $3,021-64.9% | $3,942-73.1% | $2,623-59.5% |
| Participant deferral / active EE | $12,272 | $7,760+58.1% | $8,082+51.8% | $4,346+182.4% |
| Admin fee / account holder | $93 | $1,320-93.0% | $7,899-98.8% | $1,942-95.2% |