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 · EIN 35-2552359 | Advisory (Plan) | $71,365 |
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $48,456 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,535 | $110,483-35.3% | $145,433-50.8% | $79,634-10.2% |
| Participation rate | 94.6% | 71.1%+23.5pp | 82.1%+12.4pp | 62.5%+32.1pp |
| Annual return | 16.05% | 24.62%-8.6pp | 66.58%-50.5pp | 36.46%-20.4pp |
| Employer contribution / active EE | $5,322 | $4,053+31.3% | $4,554+16.8% | $2,529+110.4% |
| Participant deferral / active EE | $11,784 | $7,216+63.3% | $7,897+49.2% | $3,835+207.3% |
| Admin fee / account holder | $213 | $680-68.6% | $13,129-98.4% | $1,002-78.7% |