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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC4+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $11,838 |
Filed as: RESOURCES INVESTMENT ADVISORS DBA B Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $7,993 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $4,111 |
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 | $42,601 | $88,122-51.7% | $141,162-69.8% | $67,579-37.0% |
| Participation rate | 95.3% | 76.5%+18.9pp | 82.5%+12.8pp | 71.3%+24.0pp |
| Annual return | 21.20% | 75.40%-54.2pp | 71.39%-50.2pp | 378.56%-357.4pp |
| Employer contribution / active EE | $1,383 | $3,224-57.1% | $4,735-70.8% | $2,148-35.6% |
| Participant deferral / active EE | $4,906 | $5,958-17.7% | $6,709-26.9% | $3,539+38.6% |
| Admin fee / account holder | $70 | $131-46.5% | $10,261-99.3% | $142-50.8% |