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 8-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 99 · EIN 35-2552359 | Other Fees | $53,416 |
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES LLC Service code 49 30 N LA SALLE ST STE 2624 · CHICAGO, IL 60602 | Other Services | $8,117 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,286 | $79,013-55.3% | $100,391-64.9% | $74,495-52.6% |
| Participation rate | 82.4% | 79.5%+2.9pp | 81.5%+0.9pp | 67.2%+15.2pp |
| Annual return | 15.11% | 20.41%-5.3pp | 49.20%-34.1pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $2,701 | $3,021-10.6% | $3,942-31.5% | $2,623+3.0% |
| Participant deferral / active EE | $4,814 | $7,760-38.0% | $8,082-40.4% | $4,346+10.8% |
| Admin fee / account holder | $282 | $1,320-78.6% | $7,899-96.4% | $1,942-85.5% |