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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $199,909 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $28,749 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $28,736 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Participa... | $515 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
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 | $85,031 | $95,388-10.9% | $125,339-32.2% | $77,904+9.1% |
| Participation rate | 93.8% | 78.6%+15.2pp | 82.4%+11.5pp | 73.7%+20.2pp |
| Annual return | -16.23% | 116.19%-132.4pp | 572.05%-588.3pp | 12.21%-28.4pp |
| Employer contribution / active EE | $3,722 | $3,666+1.5% | $4,814-22.7% | $2,848+30.7% |
| Participant deferral / active EE | $9,454 | $7,711+22.6% | $7,446+27.0% | $4,806+96.7% |
| Admin fee / account holder | $104 | $119-12.1% | $10,010-99.0% | $133-21.2% |