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 | $44,587 |
KESTRA INVESTMENT SERVICES LLC4+ years Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $36,426 |
HORNOR TOWNSEND & KENT INC2 years Filed as: HORNOR TOWNSEND & KENT LLC Service code 27 600 DRESHER RD # C1C · HORSHAM, PA 19044 | Advisory (Plan) | $31,182 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $96,761 | $88,515+9.3% | $162,163-40.3% | $67,579+43.2% |
| Participation rate | 98.9% | 86.8%+12.1pp | 87.6%+11.4pp | 71.3%+27.6pp |
| Annual return | 22.25% | 27.04%-4.8pp | 115.59%-93.3pp | 378.56%-356.3pp |
| Employer contribution / active EE | $2,310 | $3,563-35.2% | $5,614-58.8% | $2,148+7.6% |
| Participant deferral / active EE | $7,135 | $5,724+24.7% | $7,298-2.2% | $3,539+101.6% |
| Admin fee / account holder | $352 | $124+184.4% | $10,843-96.8% | $142+147.2% |