Filed March 13, 2021
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 INVESTMENT SERVICES, LLC Service code 16 · EIN 74-2794194 | Consulting | $13,124 |
Filed as: TRANSAMERICA REITREMENT SOLUTIONS Service code 15 · EIN 13-3689044 | Recordkeeping | $7,048 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,067 | $49,173+16.1% | $121,098-52.9% | $75,163-24.1% |
| Participation rate | 83.1% | 55.4%+27.8pp | 69.5%+13.7pp | 67.2%+16.0pp |
| Annual return | 13.01% | 55.99%-43.0pp | 985.75%-972.7pp | 160.62%-147.6pp |
| Employer contribution / active EE | $2,986 | $1,546+93.2% | $4,164-28.3% | $2,670+11.8% |
| Participant deferral / active EE | $2,417 | $2,628-8.0% | $4,080-40.7% | $4,125-41.4% |
| Admin fee / account holder | $178 | $3,942-95.5% | $5,644-96.9% | $5,651-96.9% |