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 26 12450 BRANTLEY COMMONS COURT · FORT MYERS, FL 33907 | Advisory (Participants) | $15,191 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILL, CO 80111 | Recordkeeping Fees | $3,306 |
Service code 13 5503 W WATERS AVE STE 500 · TAMPA, FL 33634 | Contract Administrator | $815 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $277 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $66,021 | $63,114+4.6% | $92,893-28.9% | $65,185+1.3% |
| Participation rate | 68.4% | 68.8%-0.4pp | 76.0%-7.6pp | 70.2%-1.8pp |
| Annual return | 29.86% | 28.75%+1.1pp | 109.41%-79.6pp | 29.38%+0.5pp |
| Employer contribution / active EE | $1,933 | $2,571-24.8% | $3,653-47.1% | $2,177-11.2% |
| Participant deferral / active EE | $5,347 | $3,108+72.0% | $4,236+26.2% | $3,514+52.2% |
| Admin fee / account holder | $103 | $624-83.5% | $5,794-98.2% | $847-87.9% |