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 | $41,133 |
HORNOR TOWNSEND & KENT INC3 years Filed as: HORNOR TOWNSEND & KENT LLC Service code 27 PO BOX 822215 · PHILADELPHIA, PA 191822215 | Advisory (Plan) | $39,984 |
Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $17,193 |
KESTRA INVESTMENT SERVICES LLC5+ years Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $15,275 |
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 | $110,923 | $111,608-0.6% | $177,821-37.6% | $73,409+51.1% |
| Participation rate | 99.7% | 87.9%+11.8pp | 87.7%+11.9pp | 72.2%+27.5pp |
| Annual return | 14.96% | 18.23%-3.3pp | 48.32%-33.4pp | 59.29%-44.3pp |
| Employer contribution / active EE | $3,177 | $3,796-16.3% | $5,918-46.3% | $2,234+42.2% |
| Participant deferral / active EE | $7,325 | $6,199+18.2% | $7,714-5.0% | $3,805+92.5% |
| Admin fee / account holder | $331 | $166+100.0% | $12,427-97.3% | $158+109.7% |