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 | $12,714 |
BOON ADMINISTRATIVE SERVICES INC2+ years Filed as: BOON ADMINISTRATIVE SERVICES, INC. Service code 13 6300 BRIDGEPOINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $4,056 |
BAS PARTNERS2+ years Service code 10 17446 SW 29 COURT · MIRAMAR, FL 33029 | Accounting | $2,500 |
KESTRA INVESTMENT SERVICES LLC1+ years Service code 27 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Advisory (Plan) | $793 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Advisory (Plan) | $676 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $477 | $36,916-98.7% | $156,549-99.7% | $57,658-99.2% |
| Participation rate | 95.2% | 63.4%+31.8pp | 84.0%+11.2pp | 70.2%+25.0pp |
| Annual return | -5.89% | 12.38%-18.3pp | 32.23%-38.1pp | 5.13%-11.0pp |
| Employer contribution / active EE | $343 | $1,571-78.2% | $5,501-93.8% | $1,974-82.6% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $42 | $82-48.6% | $13,027-99.7% | $95-55.1% |