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 | $15,724 |
VRAKAS S.C.2 years Filed as: VRAKAS SC Service code 99 · EIN 22-2000222 | Other Fees | $5,420 |
Filed as: INTEGRITY RETIREMENT PLAN SERVICES Service code 49 | Other Services | $3,062 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $621 |
Service code 99 · EIN 74-2794194 | Other Fees | $0 |
Annual investment return 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 | $41,003 | $91,407-55.1% | $135,903-69.8% | $71,457-42.6% |
| Participation rate | 90.5% | 75.7%+14.9pp | 81.9%+8.6pp | 67.9%+22.6pp |
| Annual return | 16.02% | 29.90%-13.9pp | 68.23%-52.2pp | 28.85%-12.8pp |
| Employer contribution / active EE | $1,937 | $3,703-47.7% | $4,856-60.1% | $2,588-25.1% |
| Participant deferral / active EE | $3,878 | $7,092-45.3% | $7,758-50.0% | $4,289-9.6% |
| Admin fee / account holder | $42 | $1,266-96.7% | $10,762-99.6% | $1,587-97.4% |