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 7-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 LLC1+ years Filed as: KESTRA INVESTMENT SERVICES Service code 55 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Other Commissions | $4,650 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,606 |
Filed as: MARTIN, MARTIN, RANDALL & ASSOC. Service code 13 · EIN 67-0765749 4 RIVER BEND PLACE · JACKSON, MS 39232 | Contract Administrator | $590 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $156 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,078 | $54,762-83.4% | $90,281-89.9% | $72,985-87.6% |
| Participation rate | 38.5% | 65.1%-26.7pp | 73.3%-34.8pp | 69.5%-31.0pp |
| Annual return | 20.49% | 30.63%-10.1pp | 78.10%-57.6pp | 81.00%-60.5pp |
| Employer contribution / active EE | $202 | $2,092-90.4% | $2,854-92.9% | $2,440-91.7% |
| Participant deferral / active EE | $765 | $2,887-73.5% | $3,885-80.3% | $3,607-78.8% |
| Admin fee / account holder | $64 | $3,972-98.4% | $5,351-98.8% | $5,124-98.7% |