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 | $59,668 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $21,555 |
VALMARK ADVISERS INC2 years Service code 27 130 SPRINGSIDE DRIVE STE 300 · AKRON, OH 44333 | Advisory (Plan) | $10,658 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,807 |
KELLY FINANCIAL, INC.4+ years Service code 13 120 E. LAKESIDE STREET · MADISON, WI 53715 | Contract Administrator | $2,725 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $19,090 | $56,443-66.2% | $83,848-77.2% | $55,725-65.7% |
| Participation rate | 86.2% | 72.0%+14.1pp | 76.1%+10.0pp | 70.9%+15.3pp |
| Annual return | -5.68% | 393.67%-399.3pp | 850.88%-856.6pp | 244.93%-250.6pp |
| Employer contribution / active EE | $285 | $2,682-89.4% | $3,631-92.2% | $2,078-86.3% |
| Participant deferral / active EE | $1,789 | $2,965-39.7% | $4,082-56.2% | $3,356-46.7% |
| Admin fee / account holder | $151 | $156-3.2% | $5,478-97.2% | $115+31.2% |