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 16 · EIN 35-2552359 | Consulting | $17,784 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 16 · EIN 36-4291971 | Consulting | $15,523 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $6,744 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,369 | $51,197+41.4% | $82,719-12.5% | $66,914+8.2% |
| Participation rate | 99.3% | 67.8%+31.5pp | 72.6%+26.8pp | 69.8%+29.5pp |
| Annual return | -13.96% | -9.64%-4.3pp | 701.18%-715.1pp | 1.58%-15.5pp |
| Employer contribution / active EE | $6,077 | $2,611+132.8% | $3,009+102.0% | $2,544+138.9% |
| Participant deferral / active EE | $4,629 | $3,458+33.9% | $4,395+5.3% | $4,237+9.3% |
| Admin fee / account holder | $170 | $416-59.2% | $5,329-96.8% | $593-71.4% |