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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 26 · EIN 35-2552359 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Advisory (Participants) | $26,000 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 45 SOUTH 7TH STREET · MINNEAPOLIS, MN 55402 | Claims processing; Direct payment fro... | $25,523 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISORY SERVICES,LLC Service code 12 | Custodial (securities); Account maint... | $13,000 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISORY SERVICES, LLC Service code 26 · EIN 74-2794194 1250 CAPITAL OF TEXAS HIGHWAY SO · AUSTIN, TX 78746 | Advisory (Participants) | $3,250 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 12 · EIN 94-1737782 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Investment management fees paid indir... | $1,510 |
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 | $52,083 | $42,546+22.4% | $71,796-27.5% | $55,167-5.6% |
| Participation rate | 89.1% | 59.1%+30.0pp | 69.1%+20.0pp | 69.0%+20.1pp |
| Annual return | 7.85% | 12.36%-4.5pp | 78.04%-70.2pp | 169.23%-161.4pp |
| Employer contribution / active EE | $1,540 | $803+91.7% | $1,924-20.0% | $1,963-21.5% |
| Participant deferral / active EE | $2,592 | $2,064+25.6% | $2,794-7.2% | $3,054-15.1% |
| Admin fee / account holder | $152 | $650-76.6% | $4,815-96.8% | $504-69.9% |