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 | $9,302 |
Filed as: KESTRA ADVISORY SERVICES Service code 99 | Other Fees | $5,092 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $0 |
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 | $26,623 | $46,674-43.0% | $117,472-77.3% | $68,494-61.1% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -16.50% | -14.52%-2.0pp | 29.74%-46.2pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,013 | $1,505+33.8% | $4,176-51.8% | $2,596-22.5% |
| Participant deferral / active EE | $5,158 | $2,636+95.7% | $4,070+26.7% | $4,027+28.1% |
| Admin fee / account holder | $16 | $4,020-99.6% | $5,645-99.7% | $5,403-99.7% |