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 LLC Service code 27 5707 SOUTHWEST PKWY BLDG. 2, · AUSTIN, TX 78735 | Advisory (Plan) | $31,486 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,268 |
Service code 13 4560 VIA ROYALE, SUITE 4A · FORT MYERS, FL 33919 | Contract Administrator | $13,720 |
TD AMERITRADE, INC.7 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,058 | $46,292-37.2% | $143,757-79.8% | $64,808-55.2% |
| Participation rate | 95.1% | 64.2%+30.9pp | 80.3%+14.8pp | 71.5%+23.7pp |
| Annual return | -17.00% | -10.05%-7.0pp | -0.04%-17.0pp | 32.82%-49.8pp |
| Employer contribution / active EE | $1,670 | $1,910-12.5% | $4,951-66.3% | $2,506-33.3% |
| Participant deferral / active EE | $4,542 | $2,646+71.7% | $5,637-19.4% | $4,310+5.4% |
| Admin fee / account holder | $60 | $154-60.9% | $14,673-99.6% | $188-68.0% |