See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $40,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,912 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,817 | $79,013+192.1% | $100,391+129.9% | $74,495+209.8% |
| Participation rate | 98.6% | 79.5%+19.1pp | 81.5%+17.1pp | 67.2%+31.4pp |
| Annual return | 14.67% | 20.41%-5.7pp | 49.20%-34.5pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $10,411 | $3,021+244.6% | $3,942+164.1% | $2,623+296.9% |
| Participant deferral / active EE | $12,427 | $7,760+60.1% | $8,082+53.8% | $4,346+186.0% |
| Admin fee / account holder | $264 | $1,320-80.0% | $7,899-96.7% | $1,942-86.4% |