See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 | Advisory (Participants) | $18,486 |
THE BENEFIT PRACTICE4+ years Service code 37 · EIN 13-4144565 | Loan Processing | $4,675 |
Filed as: VOYA RETIREMENT & ANNUITY CO. Service code 15 · EIN 71-0294708 | Recordkeeping | $3,425 |
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 | $65,973 | $100,801-34.6% | $149,696-55.9% | $73,409-10.1% |
| Participation rate | 79.9% | 77.7%+2.2pp | 82.5%-2.6pp | 72.2%+7.7pp |
| Annual return | 845.55% | 265.34%+580.2pp | 276.60%+569.0pp | 59.29%+786.3pp |
| Employer contribution / active EE | $2,161 | $3,312-34.7% | $4,644-53.5% | $2,234-3.2% |
| Participant deferral / active EE | $6,367 | $6,404-0.6% | $6,842-6.9% | $3,805+67.3% |
| Admin fee / account holder | $14 | $181-92.5% | $9,309-99.9% | $158-91.4% |