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 | $76,791 |
Service code 49 955 CHESTERBROOK BLVD., · WAYNE, PA 19087 | Other Services | $14,693 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $6,104 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,458 | $60,323+76.5% | $81,812+30.1% | $74,495+42.9% |
| Participation rate | 99.0% | 62.9%+36.2pp | 72.3%+26.7pp | 67.2%+31.8pp |
| Annual return | 15.02% | 16.90%-1.9pp | 773.79%-758.8pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $8,268 | $2,620+215.5% | $2,912+183.9% | $2,623+215.2% |
| Participant deferral / active EE | $7,482 | $3,387+120.9% | $4,319+73.3% | $4,346+72.2% |
| Admin fee / account holder | $30 | $1,486-98.0% | $7,386-99.6% | $1,942-98.4% |