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 LLC Service code 27 5707 SW PKWY, BLDG 2, SUITE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $14,763 |
PROGRESSIVE PENSION ADMIN., INC.5+ years Service code 13 4560 VIA ROYALE, SUITE 4A · FORT MYERS, FL 33919 | Contract Administrator | $8,743 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,086 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,089 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $91,214 | $89,652+1.7% | $141,162-35.4% | $65,185+39.9% |
| Participation rate | 72.2% | 74.7%-2.5pp | 82.5%-10.3pp | 70.2%+2.0pp |
| Annual return | 23.91% | 32.79%-8.9pp | 71.39%-47.5pp | 29.38%-5.5pp |
| Employer contribution / active EE | $1,616 | $3,065-47.3% | $4,735-65.9% | $2,177-25.8% |
| Participant deferral / active EE | $5,098 | $5,691-10.4% | $6,709-24.0% | $3,514+45.1% |
| Admin fee / account holder | $186 | $569-67.4% | $10,261-98.2% | $847-78.1% |