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 LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $31,500 |
Filed as: PUTNAM INVESTMENTS Service code 15 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping | $15,932 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
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 | $102,942 | $63,114+63.1% | $92,893+10.8% | $65,185+57.9% |
| Participation rate | 98.0% | 68.8%+29.2pp | 76.0%+22.0pp | 70.2%+27.8pp |
| Annual return | 24.62% | 28.75%-4.1pp | 109.41%-84.8pp | 29.38%-4.8pp |
| Employer contribution / active EE | $2,221 | $2,571-13.6% | $3,653-39.2% | $2,177+2.0% |
| Participant deferral / active EE | $7,363 | $3,108+136.9% | $4,236+73.8% | $3,514+109.5% |
| Admin fee / account holder | $239 | $624-61.7% | $5,794-95.9% | $847-71.8% |