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 10-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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $40,307 |
Service code 13 555 GOFFLE RD STE 200 · RIDGEWOOD, NJ 07451 | Contract Administrator | $16,176 |
WIPFLI LLP2 years Filed as: WIPELI LLP Service code 10 11 SCOTT STREET · WAUSAU, WI 54403 | Accounting | $12,900 |
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 | $82,198 | $73,360+12.0% | $177,989-53.8% | $74,495+10.3% |
| Participation rate | 80.7% | 66.6%+14.1pp | 77.1%+3.7pp | 67.2%+13.5pp |
| Annual return | 16.43% | 17.49%-1.1pp | 294.48%-278.1pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $0 | $2,216-100.0% | $3,949-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,372 | $4,513-3.1% | $6,276-30.3% | $4,346+0.6% |
| Admin fee / account holder | $95 | $1,808-94.7% | $10,363-99.1% | $1,942-95.1% |