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 |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $72,922 |
KESTRA INVESTMENT SERVICES LLC3+ years Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $48,196 |
Filed as: HORNOR TOWNSEND & KENT LLC Service code 99 600 DRESHER RD # C1C · HORSHAM, PA 19044 | Other Fees | $15,219 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $82,739 | $79,523+4.0% | $140,016-40.9% | $56,287+47.0% |
| Participation rate | 97.6% | 85.7%+11.9pp | 87.5%+10.1pp | 69.9%+27.7pp |
| Annual return | -5.29% | 2.39%-7.7pp | 651.12%-656.4pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,866 | $3,350-44.3% | $5,606-66.7% | $2,111-11.6% |
| Participant deferral / active EE | $6,606 | $5,129+28.8% | $6,927-4.6% | $3,350+97.2% |
| Admin fee / account holder | $472 | $614-23.2% | $10,705-95.6% | $521-9.4% |