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 ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $33,645 |
WIPFLI LLP1 year Filed as: WIPELI LLP Service code 10 11 SCOTT STREET · WAUSAU, WI 54403 | Accounting | $11,700 |
Service code 13 555 GOFFLE RD STE 200 · RIDGEWOOD, NJ 07451 | Contract Administrator | $10,430 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,512 | $65,390+3.2% | $169,368-60.1% | $71,457-5.5% |
| Participation rate | 83.1% | 67.0%+16.1pp | 77.1%+5.9pp | 67.9%+15.1pp |
| Annual return | 17.74% | 21.31%-3.6pp | 405.60%-387.9pp | 28.85%-11.1pp |
| Employer contribution / active EE | $0 | $2,079-100.0% | $4,013-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,653 | $4,367+6.5% | $6,221-25.2% | $4,289+8.5% |
| Admin fee / account holder | $76 | $1,324-94.3% | $9,003-99.2% | $1,587-95.2% |