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 99 955 CHESTERBROOK BLVD., SUITE 310 · WAYNE, PA 19087 | Other Fees | $77,208 |
Service code 49 955 CHESTERBROOK BLVD, SUITE 310 · WAYNE, PA 19087 | Other Services | $6,256 |
ALERUS FINANCIAL, N.A.2 years Filed as: ALERUS FINANCIAL Service code 49 PO BOX 6001 · GRAND RAPIDS, ND 58206 | Other Services | $5,554 |
Service code 26 PO BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,621 | $58,264+67.5% | $86,612+12.7% | $71,457+36.6% |
| Participation rate | 98.5% | 65.0%+33.5pp | 71.7%+26.8pp | 67.9%+30.6pp |
| Annual return | 20.71% | 21.63%-0.9pp | 591.07%-570.4pp | 28.85%-8.1pp |
| Employer contribution / active EE | $8,148 | $2,574+216.6% | $3,022+169.6% | $2,588+214.9% |
| Participant deferral / active EE | $7,133 | $3,436+107.6% | $4,438+60.7% | $4,289+66.3% |
| Admin fee / account holder | $28 | $1,057-97.4% | $5,614-99.5% | $1,587-98.2% |