See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC4+ years Service code 55 5707 SW PKWY, BLDG. 2, STE. 400 · AUSTIN, TX 78735 | Other Commissions | $27,710 |
TRUOG-RYDING COMPANY, INC.4+ years Service code 13 2659 TOWNSGATE RD., STE. 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $11,800 |
Filed as: EMPOWER RETIEMENT ADVISORY SERVICES Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,382 |
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 | $68,800 | $99,957-31.2% | $149,696-54.0% | $73,488-6.4% |
| Participation rate | 82.1% | 75.7%+6.4pp | 82.5%-0.3pp | 70.7%+11.4pp |
| Annual return | 21.68% | 53.87%-32.2pp | 276.60%-254.9pp | 28.51%-6.8pp |
| Employer contribution / active EE | $4,875 | $3,191+52.8% | $4,644+5.0% | $2,270+114.8% |
| Participant deferral / active EE | $9,910 | $6,073+63.2% | $6,842+44.8% | $3,740+165.0% |
| Admin fee / account holder | $22 | $551-96.0% | $9,309-99.8% | $513-95.7% |