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 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $23,377 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,325 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $162 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,340 | $61,272+23.0% | $149,673-49.7% | $71,457+5.4% |
| Participation rate | 82.3% | 62.5%+19.8pp | 78.8%+3.5pp | 67.9%+14.4pp |
| Annual return | 20.62% | 35.85%-15.2pp | 134.42%-113.8pp | 28.85%-8.2pp |
| Employer contribution / active EE | $4,883 | $2,378+105.3% | $4,818+1.4% | $2,588+88.7% |
| Participant deferral / active EE | $6,741 | $2,917+131.1% | $5,680+18.7% | $4,289+57.2% |
| Admin fee / account holder | $173 | $1,261-86.3% | $13,210-98.7% | $1,587-89.1% |