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 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $23,264 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,862 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $115 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,212 | $88,083-70.2% | $164,813-84.1% | $74,495-64.8% |
| Participation rate | 86.0% | 73.0%+13.0pp | 78.6%+7.4pp | 67.2%+18.8pp |
| Annual return | 17.28% | 17.26%0pp | 69.93%-52.7pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $356 | $2,593-86.3% | $4,341-91.8% | $2,623-86.4% |
| Participant deferral / active EE | $2,464 | $4,498-45.2% | $6,031-59.2% | $4,346-43.3% |
| Admin fee / account holder | $198 | $2,234-91.1% | $12,690-98.4% | $1,942-89.8% |