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: GREAT WEST LIFE & ANNUITY INS. Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $28,829 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $15,366 |
Service code 13 · EIN 73-1554797 | Contract Administrator | $9,084 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-0467907 | Investment Management | $237 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $190 |
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 | $32,116 | $43,999-27.0% | $79,464-59.6% | $55,725-42.4% |
| Participation rate | 56.5% | 66.9%-10.4pp | 73.3%-16.8pp | 70.9%-14.3pp |
| Annual return | -3.69% | 1.81%-5.5pp | 718.14%-721.8pp | 244.93%-248.6pp |
| Employer contribution / active EE | $745 | $1,830-59.3% | $2,800-73.4% | $2,078-64.2% |
| Participant deferral / active EE | $1,145 | $2,538-54.9% | $3,704-69.1% | $3,356-65.9% |
| Admin fee / account holder | $134 | $118+14.2% | $5,113-97.4% | $115+16.6% |