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 · EIN 47-1566880 | Other Fees | $50,000 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $23,617 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $13,496 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,989 | $111,491-21.1% | $189,513-53.6% | $86,799+1.4% |
| Participation rate | 95.0% | 87.3%+7.7pp | 87.8%+7.2pp | 72.3%+22.8pp |
| Annual return | 16.43% | 83.50%-67.1pp | 555.15%-538.7pp | 97.91%-81.5pp |
| Employer contribution / active EE | $3,092 | $3,951-21.8% | $6,162-49.8% | $2,405+28.5% |
| Participant deferral / active EE | $7,951 | $6,437+23.5% | $8,221-3.3% | $4,131+92.5% |
| Admin fee / account holder | $37 | $189-80.4% | $12,045-99.7% | $170-78.2% |