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 6-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 SWST PKWY, BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $15,320 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,119 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,126 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,505 | $109,881-60.4% | $150,045-71.0% | $84,808-48.7% |
| Participation rate | 75.0% | 76.1%-1.1pp | 82.3%-7.3pp | 68.3%+6.7pp |
| Annual return | 18.68% | 28.25%-9.6pp | 62.55%-43.9pp | 40.90%-22.2pp |
| Employer contribution / active EE | $3,749 | $3,561+5.3% | $4,693-20.1% | $2,631+42.5% |
| Participant deferral / active EE | $5,519 | $6,636-16.8% | $7,997-31.0% | $4,212+31.0% |
| Admin fee / account holder | $477 | $8,568-94.4% | $13,435-96.4% | $7,344-93.5% |