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 52 · EIN 52-1548008 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 787463300 | Indirect Investment Fees | $0 |
PCS RETIREMENT, LLC3 years Service code 12 · EIN 23-3038464 | Claims processing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,618 | $55,415-50.2% | $155,509-82.2% | $74,495-62.9% |
| Participation rate | 93.6% | 61.9%+31.7pp | 78.2%+15.4pp | 67.2%+26.4pp |
| Annual return | 12.09% | 268.50%-256.4pp | 64.67%-52.6pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $1,551 | $2,267-31.6% | $4,672-66.8% | $2,623-40.9% |
| Participant deferral / active EE | $2,671 | $2,836-5.8% | $5,626-52.5% | $4,346-38.5% |
| Admin fee / account holder | $240 | $1,738-86.2% | $15,912-98.5% | $1,942-87.6% |