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 9-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) | $9,130 |
Filed as: GALLAGHER BENEFIT SERVICES INC. Service code 13 | Contract Administrator | $1,522 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 13 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Contract Administrator | $325 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $162 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,275 | $60,776-32.1% | $85,682-51.8% | $79,386-48.0% |
| Participation rate | 42.2% | 62.1%-19.9pp | 69.9%-27.6pp | 70.7%-28.5pp |
| Annual return | 5.56% | 16.57%-11.0pp | 21.49%-15.9pp | 116.85%-111.3pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,618-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $973 | $2,919-66.7% | $3,923-75.2% | $4,046-75.9% |
| Admin fee / account holder | $106 | $438-75.9% | $6,873-98.5% | $626-83.1% |