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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC2+ years Service code 55 5707 SW PKWY · AUSTIN, TX 78735 | Other Commissions | $17,422 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,232 |
INTEGRA BENEFITS CONSULTING LLC3+ years Service code 13 PO BOX 1808 · SPARTANBURG, SC 29304 | Contract Administrator | $6,115 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $437 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,839 | $50,385-13.0% | $75,670-42.1% | $62,292-29.6% |
| Participation rate | 68.6% | 67.7%+0.9pp | 72.3%-3.8pp | 69.5%-0.9pp |
| Annual return | 13.83% | 19.90%-6.1pp | 27.34%-13.5pp | 28.90%-15.1pp |
| Employer contribution / active EE | $1,035 | $1,537-32.7% | $2,352-56.0% | $2,042-49.3% |
| Participant deferral / active EE | $2,023 | $2,445-17.3% | $3,142-35.6% | $3,169-36.2% |
| Admin fee / account holder | $101 | $384-73.8% | $5,800-98.3% | $479-79.0% |