See peer percentile detail. $4.99 for your first month.
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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 | $11,568 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 99 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Other Fees | $8,000 |
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $2,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $277 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $37,370 | $55,453-32.6% | $170,442-78.1% | $62,292-40.0% |
| Participation rate | 58.1% | 66.4%-8.2pp | 83.6%-25.5pp | 69.5%-11.4pp |
| Annual return | 18.15% | 21.38%-3.2pp | 205.93%-187.8pp | 28.90%-10.7pp |
| Employer contribution / active EE | $810 | $2,164-62.6% | $5,433-85.1% | $2,042-60.3% |
| Participant deferral / active EE | $1,298 | $2,303-43.6% | $4,939-73.7% | $3,169-59.0% |
| Admin fee / account holder | $182 | $455-60.0% | $13,880-98.7% | $479-62.0% |