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 FINANCIAL INCORPORATED Service code 99 · EIN 74-2794194 | Other Fees | $21,747 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0905143 | Other Fees | $9,175 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,205 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,732 | $85,766-30.4% | $136,294-56.2% | $70,131-14.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.41% | 31.45%-13.0pp | 5155.94%-5137.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $4,525 | $2,966+52.5% | $4,695-3.6% | $2,342+93.2% |
| Participant deferral / active EE | $12,178 | $5,051+141.1% | $6,247+94.9% | $3,332+265.5% |
| Admin fee / account holder | $206 | $5,420-96.2% | $9,243-97.8% | $4,645-95.6% |