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 99 | Other Fees | $14,175 |
VRAKAS S.C.1 year Filed as: VRAKAS SC Service code 99 · EIN 22-2000222 | Other Fees | $6,826 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $211 |
Service code 99 · EIN 74-2794194 | Other Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,418 | $84,487-58.1% | $125,339-71.7% | $66,914-47.1% |
| Participation rate | 88.4% | 76.4%+12.0pp | 82.4%+6.1pp | 69.8%+18.6pp |
| Annual return | -17.42% | -8.39%-9.0pp | 572.05%-589.5pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,788 | $3,553-49.7% | $4,814-62.9% | $2,544-29.7% |
| Participant deferral / active EE | $2,994 | $6,781-55.8% | $7,446-59.8% | $4,237-29.3% |
| Admin fee / account holder | $52 | $685-92.5% | $10,010-99.5% | $593-91.3% |