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 3-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 LLC1+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $12,287 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,885 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,693 |
COOK STREET CONSULTING1+ years Filed as: COOK MARTIN POULSON, PC Service code 13 2180 SOUTH 1300 EAST SUITE 430 · SALT LAKE CITY, UT 84106 | Contract Administrator | $1,310 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,615 | $110,094-71.3% | $151,611-79.1% | $68,494-53.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 87.5%0pp | 67.9%+19.6pp |
| Annual return | 17.91% | -10.12%+28.0pp | 3.33%+14.6pp | -7.84%+25.8pp |
| Employer contribution / active EE | $2,680 | $4,471-40.0% | $6,166-56.5% | $2,596+3.2% |
| Participant deferral / active EE | $8,607 | $6,527+31.9% | $8,363+2.9% | $4,027+113.7% |
| Admin fee / account holder | $135 | $7,719-98.3% | $11,616-98.8% | $5,403-97.5% |