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 8-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 BULDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $15,686 |
Filed as: GREAT-WEST ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,096 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,181 | $69,362-52.2% | $101,248-67.2% | $73,488-54.8% |
| Participation rate | 66.7% | 68.4%-1.7pp | 75.8%-9.1pp | 70.7%-4.0pp |
| Annual return | 18.52% | 18.46%+0.1pp | 46.47%-28.0pp | 28.51%-10.0pp |
| Employer contribution / active EE | $1,829 | $2,628-30.4% | $3,660-50.0% | $2,270-19.4% |
| Participant deferral / active EE | $3,366 | $3,300+2.0% | $4,370-23.0% | $3,740-10.0% |
| Admin fee / account holder | $204 | $704-71.0% | $5,945-96.6% | $513-60.3% |