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 35-2552359 | Other Fees | $30,038 |
Service code 49 7639 LEESBURG PIKE · FALLS CHURCH, VA 22043 | Other Services | $6,600 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $985 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,508 | $93,182+25.0% | $146,665-20.6% | $79,386+46.8% |
| Participation rate | 57.7% | 76.4%-18.7pp | 80.1%-22.3pp | 70.7%-13.0pp |
| Annual return | 15.25% | 21.61%-6.4pp | 22.74%-7.5pp | 116.85%-101.6pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,136-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,584 | $4,169-38.0% | $5,506-53.1% | $4,046-36.1% |
| Admin fee / account holder | $20 | $585-96.5% | $10,280-99.8% | $626-96.8% |