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) | $19,476 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,655 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $3,098 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,600 | $45,602+4.4% | $117,472-59.5% | $66,914-28.9% |
| Participation rate | 44.0% | 57.6%-13.6pp | 70.6%-26.6pp | 69.8%-25.8pp |
| Annual return | -16.79% | -16.74%-0.1pp | 29.74%-46.5pp | 1.58%-18.4pp |
| Employer contribution / active EE | $863 | $1,579-45.3% | $4,176-79.3% | $2,544-66.1% |
| Participant deferral / active EE | $1,731 | $2,845-39.1% | $4,070-57.5% | $4,237-59.1% |
| Admin fee / account holder | $300 | $661-54.6% | $5,645-94.7% | $593-49.5% |