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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Partici... | $172,978 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 74-2794194 | Consulting | $77,513 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $135 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,011 | $78,275-6.7% | $109,143-33.1% | $86,799-15.9% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 13.84% | 19.14%-5.3pp | 25.75%-11.9pp | 97.91%-84.1pp |
| Employer contribution / active EE | $957 | $3,105-69.2% | $3,722-74.3% | $2,405-60.2% |
| Participant deferral / active EE | $4,342 | $3,641+19.3% | $4,653-6.7% | $4,131+5.1% |
| Admin fee / account holder | $325 | $198+63.7% | $6,752-95.2% | $170+91.6% |