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 | $17,126 |
Service code 99 · EIN 39-1077192 | Other Fees | $6,168 |
Filed as: INTEGRITY RETIREMENT PLAN SERVICES Service code 49 | Other Services | $3,578 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,424 |
Service code 99 · EIN 74-2794194 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,294 | $101,317-52.3% | $146,958-67.1% | $74,495-35.2% |
| Participation rate | 97.6% | 75.5%+22.1pp | 82.2%+15.5pp | 67.2%+30.4pp |
| Annual return | 14.11% | 8730.91%-8716.8pp | 418.34%-404.2pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,281 | $3,810-40.1% | $4,933-53.8% | $2,623-13.0% |
| Participant deferral / active EE | $5,244 | $7,303-28.2% | $8,070-35.0% | $4,346+20.7% |
| Admin fee / account holder | $56 | $1,739-96.8% | $12,998-99.6% | $1,942-97.1% |