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 Service code 99 · EIN 47-1566880 | Other Fees | $66,504 |
Service code 49 P.O. BOX 3789 · LITTLETON, CO 80161 | Other Services | $5,755 |
ALERUS FINANCIAL, N.A.1 year Filed as: ALERUS FINANCIAL Service code 49 | Other Services | $5,216 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,554 | $51,197+67.1% | $82,719+3.4% | $66,914+27.9% |
| Participation rate | 90.2% | 67.8%+22.4pp | 72.6%+17.7pp | 69.8%+20.4pp |
| Annual return | -16.63% | -9.64%-7.0pp | 701.18%-717.8pp | 1.58%-18.2pp |
| Employer contribution / active EE | $7,611 | $2,611+191.5% | $3,009+153.0% | $2,544+199.2% |
| Participant deferral / active EE | $6,963 | $3,458+101.4% | $4,395+58.4% | $4,237+64.3% |
| Admin fee / account holder | $32 | $416-92.2% | $5,329-99.4% | $593-94.5% |