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 13 5707 SW PKWY BDLG 2 STE 400 · AUSTIN, TX 78735 | Contract Administrator | $30,000 |
CITRIN COOPERMAN4 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 290 WEST MOUNT PLEASANT AVE · LIVINGSTON, NJ 07039 | Accounting | $20,000 |
THE BENEFIT PRATICE4 years Service code 13 | Contract Administrator | $10,000 |
Filed as: FIRST- GREAT WEST LIFE & ANNUITY Service code 64 · EIN 42-0127290 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,609 |
THE BENEFIT PRACTICE5 years Service code 13 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | 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 | $187,729 | $136,307+37.7% | $177,821+5.6% | $73,488+155.5% |
| Participation rate | 97.5% | 86.1%+11.4pp | 87.7%+9.7pp | 70.7%+26.8pp |
| Annual return | 19.54% | 18.68%+0.9pp | 48.32%-28.8pp | 28.51%-9.0pp |
| Employer contribution / active EE | $8,447 | $3,712+127.6% | $5,918+42.7% | $2,270+272.1% |
| Participant deferral / active EE | $15,575 | $5,829+167.2% | $7,714+101.9% | $3,740+316.5% |
| Admin fee / account holder | $249 | $596-58.1% | $12,427-98.0% | $513-51.4% |