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 Service code 99 | Other Fees | $16,234 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 99 | Other Fees | $16,234 |
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 | $34,623 | $58,694-41.0% | $142,863-75.8% | $85,850-59.7% |
| Participation rate | 97.2% | 58.5%+38.7pp | 71.9%+25.3pp | 69.3%+27.9pp |
| Annual return | 12.71% | 27.72%-15.0pp | 5637.54%-5624.8pp | 318.53%-305.8pp |
| Employer contribution / active EE | $1,615 | $1,423+13.5% | $4,144-61.0% | $2,565-37.0% |
| Participant deferral / active EE | $3,892 | $2,607+49.3% | $3,837+1.4% | $3,952-1.5% |
| Admin fee / account holder | $18 | $4,239-99.6% | $6,560-99.7% | $6,260-99.7% |