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: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $27,603 |
Service code 13 555 GOFFLE RD STE 200 · RIDGEWOOD, NJ 07451 | Contract Administrator | $7,700 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,925 | $56,972-7.1% | $182,532-71.0% | $65,185-18.8% |
| Participation rate | 76.2% | 66.5%+9.7pp | 78.0%-1.7pp | 70.2%+6.0pp |
| Annual return | 19.65% | 27.67%-8.0pp | 148.54%-128.9pp | 29.38%-9.7pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $4,076-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,557 | $3,526+29.2% | $5,524-17.5% | $3,514+29.7% |
| Admin fee / account holder | $4 | $528-99.3% | $8,592-100.0% | $847-99.5% |