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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.
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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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $22,736 |
Filed as: BOON ADMINISTRATIVE SERVICES Service code 99 · EIN 33-0449333 | Other Fees | $7,216 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 55 STE 400 5707 SOUTHWEST PKWY BLDG 2 · AUSTIN T, TX 78735 | Other Commissions | $6,395 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,148 | $44,960-64.1% | $84,966-81.0% | $74,495-78.3% |
| Participation rate | 95.5% | 49.4%+46.2pp | 67.5%+28.0pp | 67.2%+28.3pp |
| Annual return | 12.20% | 26.24%-14.0pp | 66.38%-54.2pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $2,251 | $1,457+54.5% | $2,727-17.4% | $2,623-14.2% |
| Participant deferral / active EE | $391 | $2,731-85.7% | $4,519-91.3% | $4,346-91.0% |
| Admin fee / account holder | $168 | $2,209-92.4% | $6,149-97.3% | $1,942-91.4% |