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: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,144 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PRKY BLDG 2, SUITE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $9,838 |
PROGRESSIVE PENSION ADMIN., INC.3+ years Service code 13 4560 VIA ROYALE, SUITE 4A · FORT MYERS, FL 33919 | Contract Administrator | $3,268 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $137 |
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 | $22,980 | $46,869-51.0% | $122,332-81.2% | $70,131-67.2% |
| Participation rate | 90.6% | 58.2%+32.4pp | 71.6%+19.0pp | 69.5%+21.0pp |
| Annual return | 15.35% | 24.22%-8.9pp | 30.27%-14.9pp | 73.14%-57.8pp |
| Employer contribution / active EE | $701 | $1,288-45.6% | $4,050-82.7% | $2,342-70.1% |
| Participant deferral / active EE | $2,804 | $2,166+29.4% | $3,287-14.7% | $3,332-15.9% |
| Admin fee / account holder | $205 | $3,322-93.8% | $5,478-96.3% | $4,645-95.6% |