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 |
|---|---|---|
CADARET GRANT & CO INC3+ years Filed as: CADARET GRANT Service code 99 · EIN 22-2361254 | Other Fees | $0 |
Filed as: KESTRA ADVISORY SERVICES Service code 99 · EIN 74-2794194 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,565 | $48,064-32.2% | $78,778-58.7% | $69,631-53.2% |
| Participation rate | 72.6% | 61.6%+11.1pp | 69.2%+3.4pp | 70.7%+1.9pp |
| Annual return | 13.92% | 21.81%-7.9pp | 35.62%-21.7pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $695 | $744-6.5% | $1,986-65.0% | $2,032-65.8% |
| Participant deferral / active EE | $2,908 | $2,079+39.8% | $2,958-1.7% | $3,224-9.8% |
| Admin fee / account holder | $26 | $152-82.9% | $5,134-99.5% | $110-76.5% |