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 | $20,589 |
LEGAL ACTION OF WISCONSIN2 years Service code 99 · EIN 33-3000333 | Other Fees | $7,822 |
Filed as: INTEGRITY RETIREMENT PLAN SERVICES Service code 49 | Other Services | $3,971 |
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 | $60,635 | $100,923-39.9% | $150,045-59.6% | $74,304-18.4% |
| Participation rate | 96.3% | 70.1%+26.2pp | 82.3%+14.0pp | 60.3%+35.9pp |
| Annual return | 15.26% | 51.77%-36.5pp | 62.55%-47.3pp | 29.43%-14.2pp |
| Employer contribution / active EE | $2,617 | $3,463-24.4% | $4,693-44.2% | $2,241+16.8% |
| Participant deferral / active EE | $5,880 | $6,709-12.4% | $7,997-26.5% | $3,767+56.1% |
| Admin fee / account holder | $69 | $2,767-97.5% | $13,435-99.5% | $2,969-97.7% |