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: VOYA RETIREMENT INS. AND ANNUITY CO Service code 99 | Other Fees | $12,831 |
Filed as: KESTRA ADVISORY SERVICES Service code 99 | Other Fees | $10,509 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,176 | $53,777-45.7% | $134,143-78.3% | $79,858-63.5% |
| Participation rate | 92.3% | 58.8%+33.5pp | 72.2%+20.1pp | 69.6%+22.7pp |
| Annual return | 15.26% | 19.01%-3.8pp | 36.33%-21.1pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,684 | $1,321+27.5% | $3,704-54.5% | $2,471-31.8% |
| Participant deferral / active EE | $4,167 | $2,420+72.2% | $3,499+19.1% | $3,740+11.4% |
| Admin fee / account holder | $8 | $3,984-99.8% | $6,684-99.9% | $5,306-99.9% |