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 |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,203 |
KESTRA INVESTMENT SERVICES LLC3+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $5,360 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,262 |
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 | $89,975 | $66,302+35.7% | $110,238-18.4% | $56,287+59.9% |
| Participation rate | 87.4% | 74.9%+12.5pp | 79.8%+7.6pp | 69.9%+17.6pp |
| Annual return | -6.50% | -1.18%-5.3pp | 314.74%-321.2pp | -9.96%+3.5pp |
| Employer contribution / active EE | $6,796 | $2,047+232.0% | $3,826+77.6% | $2,111+222.0% |
| Participant deferral / active EE | $4,160 | $3,381+23.0% | $4,672-11.0% | $3,350+24.2% |
| Admin fee / account holder | $122 | $698-82.6% | $8,547-98.6% | $521-76.7% |