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 35-2552359 | Consulting | $18,452 |
Filed as: TRANSAMERICA REITREMENT SOLUTIONS Service code 15 · EIN 13-3689044 | Recordkeeping | $8,550 |
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 | $68,997 | $52,406+31.7% | $129,207-46.6% | $74,495-7.4% |
| Participation rate | 74.1% | 53.8%+20.3pp | 69.6%+4.5pp | 67.2%+6.9pp |
| Annual return | 10.49% | 15.66%-5.2pp | 9417.33%-9406.8pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $3,049 | $1,531+99.2% | $4,153-26.6% | $2,623+16.2% |
| Participant deferral / active EE | $2,480 | $2,794-11.2% | $4,168-40.5% | $4,346-42.9% |
| Admin fee / account holder | $257 | $2,633-90.2% | $7,715-96.7% | $1,942-86.8% |