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: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $64,406 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 52 · EIN 35-2552359 5707 SOUTHWEST PKWY BLDG 2 · AUSTIN, TX 78735 | Indirect Investment Fees | $28,080 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 52 · EIN 36-4291971 1050 CROWN POINTE PKWY · ATLANTA, GA 30338 | Indirect Investment Fees | $24,300 |
PURVIS GRAY1 year Service code 10 · EIN 33-3000333 | Accounting | $14,000 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Contract Administrator | $6,351 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $224,881 | $45,863+390.3% | $77,024+192.0% | $68,494+228.3% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -18.93% | 1.72%-20.7pp | 42.32%-61.2pp | -7.84%-11.1pp |
| Employer contribution / active EE | $30,803 | $1,650+1767.3% | $2,812+995.3% | $2,596+1086.4% |
| Participant deferral / active EE | $16,531 | $2,962+458.1% | $4,426+273.5% | $4,027+310.5% |
| Admin fee / account holder | $812 | $3,041-73.3% | $5,425-85.0% | $5,403-85.0% |