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 | $26,734 |
Service code 49 7639 LEESBURG PIKE · FALLS CHURCH, VA 22043 | Other Services | $5,804 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,707 |
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 | $88,961 | $86,655+2.7% | $119,609-25.6% | $66,914+32.9% |
| Participation rate | 56.5% | 75.6%-19.1pp | 79.3%-22.8pp | 69.8%-13.3pp |
| Annual return | -17.75% | -8.00%-9.8pp | -14.97%-2.8pp | 1.58%-19.3pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,795 | $4,358-35.9% | $5,602-50.1% | $4,237-34.0% |
| Admin fee / account holder | $33 | $755-95.6% | $10,323-99.7% | $593-94.5% |