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 Service code 99 · EIN 47-1566880 | Other Fees | $22,090 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $87,095 | $86,332+0.9% | $125,175-30.4% | $65,185+33.6% |
| Participation rate | 64.0% | 75.3%-11.3pp | 79.8%-15.7pp | 70.2%-6.2pp |
| Annual return | 22.32% | 27.43%-5.1pp | 43.79%-21.5pp | 29.38%-7.1pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,253 | $3,537-36.3% | $4,937-54.4% | $3,514-35.9% |
| Admin fee / account holder | $34 | $609-94.3% | $9,702-99.6% | $847-95.9% |