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 | $49,594 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 13 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Contract Administrator | $32,221 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $5,241 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,566 |
KELLY FINANCIAL, INC.6+ years Service code 99 120 E. LAKESIDE STREET · MADISON, WI 53715 | Other Fees | $200 |
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.
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 | $21,675 | $91,517-76.3% | $101,248-78.6% | $73,409-70.5% |
| Participation rate | 87.7% | 73.8%+14.0pp | 75.8%+11.9pp | 72.2%+15.6pp |
| Annual return | 15.93% | 17.17%-1.2pp | 46.47%-30.5pp | 59.29%-43.4pp |
| Employer contribution / active EE | $311 | $2,877-89.2% | $3,660-91.5% | $2,234-86.1% |
| Participant deferral / active EE | $2,105 | $3,338-37.0% | $4,370-51.8% | $3,805-44.7% |
| Admin fee / account holder | $131 | $216-39.5% | $5,945-97.8% | $158-17.3% |