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 | $44,520 |
K FINANCIAL INC1 year Service code 99 940 MAIN ST · LOUISVILLE, CO 80027 | Other Fees | $12,000 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Other Fees | $8,775 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,471 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,630 | $103,641-34.7% | $107,525-37.1% | $102,872-34.3% |
| Participation rate | 44.7% | 79.4%-34.7pp | 75.1%-30.4pp | 73.0%-28.4pp |
| Annual return | 10.53% | 13.08%-2.6pp | 181.32%-170.8pp | 19.06%-8.5pp |
| Employer contribution / active EE | $2,825 | $5,096-44.6% | $3,754-24.7% | $3,526-19.9% |
| Participant deferral / active EE | $469 | $3,789-87.6% | $5,116-90.8% | $5,535-91.5% |
| Admin fee / account holder | $72 | $276-73.8% | $8,919-99.2% | $292-75.2% |