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 8-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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 5707 SW PARKWAY · AUSTIN, TX 78735 | Other Fees | $69,571 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,235 |
T R PAUL INC.1+ years Filed as: TR PAUL INC Service code 13 | Contract Administrator | $5,000 |
T R PAUL INC.1+ years Filed as: T R PAUL INC Service code 13 14 COMMERCE ROAD · NEWTOWN, CT 06470 | Contract Administrator | $2,325 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,282 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,990 | $46,173-6.9% | $170,442-74.8% | $69,631-38.3% |
| Participation rate | 72.5% | 63.9%+8.6pp | 83.6%-11.1pp | 70.7%+1.9pp |
| Annual return | 18.34% | 21.62%-3.3pp | 205.93%-187.6pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $756 | $1,610-53.0% | $5,433-86.1% | $2,032-62.8% |
| Participant deferral / active EE | $4,052 | $2,080+94.8% | $4,939-18.0% | $3,224+25.7% |
| Admin fee / account holder | $153 | $116+32.1% | $13,880-98.9% | $110+38.7% |