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 10-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 LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $57,884 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,183 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,784 | $91,762-42.5% | $67,502-21.8% | $77,643-32.0% |
| Participation rate | 73.4% | 75.9%-2.5pp | 72.9%+0.5pp | 70.6%+2.8pp |
| Annual return | 14.53% | 14.87%-0.3pp | 3512.12%-3497.6pp | 31.24%-16.7pp |
| Employer contribution / active EE | $2,615 | $3,181-17.8% | $2,731-4.2% | $2,726-4.1% |
| Participant deferral / active EE | $5,524 | $3,903+41.5% | $4,000+38.1% | $4,647+18.9% |
| Admin fee / account holder | $271 | $176+53.8% | $3,998-93.2% | $430-37.1% |