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 8-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 ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $19,432 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,575 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,829 | $88,634-38.1% | $101,326-45.9% | $74,304-26.2% |
| Participation rate | 95.0% | 76.9%+18.2pp | 81.5%+13.5pp | 60.3%+34.7pp |
| Annual return | 23.92% | 33.10%-9.2pp | 36.82%-12.9pp | 29.43%-5.5pp |
| Employer contribution / active EE | $1,017 | $2,930-65.3% | $3,665-72.2% | $2,241-54.6% |
| Participant deferral / active EE | $11,663 | $7,322+59.3% | $7,994+45.9% | $3,767+209.6% |
| Admin fee / account holder | $136 | $2,425-94.4% | $11,185-98.8% | $2,969-95.4% |