See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA FINANCIAL INC Service code 27 6500 R0CK SPRING DR STE 410 · BETHESDA, MD 20817 | Advisory (Plan) | $64,638 |
UNITED BENEFITS GROUP2+ years Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $24,042 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,540 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $4,583 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,383 | $57,651+15.1% | $112,229-40.9% | $71,457-7.1% |
| Participation rate | 93.1% | 58.9%+34.2pp | 72.4%+20.7pp | 67.9%+25.2pp |
| Annual return | 18.72% | 18.32%+0.4pp | 30.20%-11.5pp | 28.85%-10.1pp |
| Employer contribution / active EE | $4,048 | $1,913+111.6% | $3,430+18.0% | $2,588+56.4% |
| Participant deferral / active EE | $5,284 | $2,863+84.5% | $4,798+10.1% | $4,289+23.2% |
| Admin fee / account holder | $272 | $1,581-82.8% | $7,748-96.5% | $1,587-82.8% |