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 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $21,410 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,576 |
Filed as: EMPOWER RETIREMENT ADVISORY SRVCS Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,318 |
Filed as: SCHOLZ & FRIENDS Service code 13 ENLIGHTENED RETIREMENT GROUP, INC. · SAN ANTONIO, TX 78209 | Contract Administrator | $4,283 |
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 | $65,592 | $55,453+18.3% | $170,442-61.5% | $62,292+5.3% |
| Participation rate | 97.3% | 66.4%+31.0pp | 83.6%+13.7pp | 69.5%+27.8pp |
| Annual return | 16.39% | 21.38%-5.0pp | 205.93%-189.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $3,319 | $2,164+53.4% | $5,433-38.9% | $2,042+62.5% |
| Participant deferral / active EE | $3,603 | $2,303+56.4% | $4,939-27.1% | $3,169+13.7% |
| Admin fee / account holder | $188 | $455-58.8% | $13,880-98.6% | $479-60.9% |