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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,813 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $20,985 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $5,758 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,992 | $55,415+8.3% | $155,509-61.4% | $74,495-19.5% |
| Participation rate | 31.3% | 61.9%-30.6pp | 78.2%-46.9pp | 67.2%-35.9pp |
| Annual return | 14.50% | 268.50%-254.0pp | 64.67%-50.2pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $863 | $2,267-61.9% | $4,672-81.5% | $2,623-67.1% |
| Participant deferral / active EE | $1,484 | $2,836-47.7% | $5,626-73.6% | $4,346-65.8% |
| Admin fee / account holder | $325 | $1,738-81.3% | $15,912-98.0% | $1,942-83.3% |