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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,898 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Advisory (Plan) | $11,043 |
NFP RETIREMENT INC1 year Service code 27 DBA 401K ADVISORS INC · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $7,265 |
Filed as: EMPOWER RETIREMENT ADVISORY SRVCS Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,286 |
Filed as: SCHOLZ, KLEIN & FRIENDS Service code 13 | Contract Administrator | $3,662 |
Filed as: SCHOLZ & FRIENDS Service code 13 ENLIGHTENED RETIREMENT GROUP, INC. · SAN ANTONIO, TX 78209 | Contract Administrator | $0 |
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 | $56,930 | $46,732+21.8% | $156,549-63.6% | $55,167+3.2% |
| Participation rate | 97.1% | 65.8%+31.3pp | 84.0%+13.1pp | 69.0%+28.2pp |
| Annual return | 7.73% | 17.72%-10.0pp | 32.23%-24.5pp | 169.23%-161.5pp |
| Employer contribution / active EE | $4,146 | $2,105+97.0% | $5,501-24.6% | $1,963+111.3% |
| Participant deferral / active EE | $2,455 | $2,204+11.4% | $4,871-49.6% | $3,054-19.6% |
| Admin fee / account holder | $162 | $418-61.4% | $13,027-98.8% | $504-67.9% |