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 INVESTMENT SERVICES, LLC Service code 55 SUITE 400 · AUSTIN, TX 78735 | Other Commissions | $68,527 |
Filed as: VOYA RETIREMENT INSUR & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $640 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,935 | $36,916+67.8% | $156,549-60.4% | $57,658+7.4% |
| Participation rate | 87.9% | 63.4%+24.4pp | 84.0%+3.9pp | 70.2%+17.6pp |
| Annual return | 8.04% | 12.38%-4.3pp | 32.23%-24.2pp | 5.13%+2.9pp |
| Employer contribution / active EE | $2,489 | $1,571+58.4% | $5,501-54.8% | $1,974+26.1% |
| Participant deferral / active EE | $3,644 | $1,926+89.3% | $4,871-25.2% | $3,061+19.1% |
| Admin fee / account holder | $2 | $82-98.0% | $13,027-100.0% | $95-98.2% |