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: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $30,012 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,286 |
LIBERTY GROUP LLC6 years Filed as: THE LIBERTY COMPANY INSURANCE BROKE Service code 16 5955 DE SOTO AVE STE 250 · WOODLAND HILLS, CA 91367 | Consulting | $19,097 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,135 |
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 | $218,073 | $102,317+113.1% | $146,958+48.4% | $80,856+169.7% |
| Participation rate | 84.1% | 75.8%+8.3pp | 82.2%+1.9pp | 67.6%+16.5pp |
| Annual return | 13.76% | 134.76%-121.0pp | 418.34%-404.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $3,730 | $3,713+0.5% | $4,933-24.4% | $2,755+35.4% |
| Participant deferral / active EE | $12,173 | $6,644+83.2% | $8,070+50.8% | $4,296+183.4% |
| Admin fee / account holder | $615 | $7,941-92.3% | $12,998-95.3% | $6,918-91.1% |