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 | $17,193 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 99 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Other Fees | $10,000 |
HG&K LTD1 year Service code 10 5850 OPUS PKWY STE 100 · MINNETONKA, MN 55343 | Accounting | $5,800 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $1,667 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,153 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $108,369 | $52,639+105.9% | $185,117-41.5% | $62,292+74.0% |
| Participation rate | 59.3% | 63.9%-4.6pp | 77.3%-18.0pp | 69.5%-10.2pp |
| Annual return | 18.47% | 19.57%-1.1pp | 40.50%-22.0pp | 28.90%-10.4pp |
| Employer contribution / active EE | $447 | $1,483-69.8% | $4,182-89.3% | $2,042-78.1% |
| Participant deferral / active EE | $3,095 | $3,097-0.1% | $5,045-38.7% | $3,169-2.4% |
| Admin fee / account holder | $491 | $374+31.3% | $8,159-94.0% | $479+2.3% |