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 Service code 27 5707 SW PKWY BLVD 2 · AUSTIN, TX 78735 | Advisory (Plan) | $46,535 |
Filed as: EMPOWER ANNUITY INS CO Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,814 |
Service code 13 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $19,595 |
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 | $121,591 | $119,446+1.8% | $150,045-19.0% | $85,563+42.1% |
| Participation rate | 78.6% | 75.4%+3.1pp | 82.3%-3.8pp | 66.0%+12.6pp |
| Annual return | 16.28% | 23.72%-7.4pp | 62.55%-46.3pp | 31.51%-15.2pp |
| Employer contribution / active EE | $3,160 | $4,078-22.5% | $4,693-32.7% | $2,654+19.1% |
| Participant deferral / active EE | $7,991 | $7,985+0.1% | $7,997-0.1% | $4,375+82.6% |
| Admin fee / account holder | $407 | $548-25.6% | $13,435-97.0% | $834-51.2% |