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 | $5,620 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Advisory (Plan) | $4,875 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,938 | $50,898-80.5% | $171,082-94.2% | $55,167-82.0% |
| Participation rate | 100.0% | 63.3%+36.7pp | 76.7%+23.3pp | 69.0%+31.0pp |
| Annual return | 9.28% | 15.34%-6.1pp | 32.56%-23.3pp | 169.23%-159.9pp |
| Employer contribution / active EE | $2,169 | $1,433+51.3% | $4,002-45.8% | $1,963+10.5% |
| Participant deferral / active EE | $3,426 | $2,994+14.4% | $4,797-28.6% | $3,054+12.2% |
| Admin fee / account holder | $54 | $500-89.2% | $8,520-99.4% | $504-89.3% |