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: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $270,494 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $63,191 |
Filed as: KESTRA ADVISOR SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $33,690 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
IVY FUNDS3 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,483 | $98,780-60.0% | $60,874-35.1% | $77,904-49.3% |
| Participation rate | 99.7% | 76.7%+23.0pp | 73.1%+26.6pp | 73.7%+26.0pp |
| Annual return | -16.24% | -11.56%-4.7pp | 16.90%-33.1pp | 12.21%-28.4pp |
| Employer contribution / active EE | $4,049 | $3,605+12.3% | $2,701+49.9% | $2,848+42.2% |
| Participant deferral / active EE | $4,028 | $4,200-4.1% | $3,817+5.5% | $4,806-16.2% |
| Admin fee / account holder | $213 | $89+140.8% | $3,224-93.4% | $133+61.0% |