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 ADVISORY SERVICES LLC Service code 16 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Consulting | $5,702 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,331 | $56,629+133.7% | $77,999+69.7% | $55,167+139.9% |
| Participation rate | 97.7% | 73.3%+24.4pp | 75.5%+22.2pp | 69.0%+28.7pp |
| Annual return | 3.06% | 2866.98%-2863.9pp | 425.96%-422.9pp | 169.23%-166.2pp |
| Employer contribution / active EE | $396 | $1,723-77.0% | $2,470-84.0% | $1,963-79.8% |
| Participant deferral / active EE | $793 | $2,777-71.5% | $3,497-77.3% | $3,054-74.0% |
| Admin fee / account holder | $38 | $467-92.0% | $5,480-99.3% | $504-92.6% |