See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC3+ years Filed as: KESTRA FINANCIAL INC Service code 99 6500 R0CK SPRING DR STE 410 · BETHESDA, MD 20817 | Other Fees | $73,324 |
UNITED BENEFITS GROUP3+ years Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $28,866 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,150 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,532 | $72,994+7.6% | $120,354-34.7% | $77,643+1.1% |
| Participation rate | 95.6% | 55.2%+40.4pp | 71.9%+23.7pp | 70.6%+25.0pp |
| Annual return | 14.05% | 18.23%-4.2pp | 107.15%-93.1pp | 31.24%-17.2pp |
| Employer contribution / active EE | $4,075 | $1,793+127.3% | $3,463+17.7% | $2,726+49.5% |
| Participant deferral / active EE | $4,730 | $3,011+57.1% | $4,991-5.2% | $4,647+1.8% |
| Admin fee / account holder | $335 | $658-49.1% | $9,423-96.4% | $430-22.2% |