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 13 · EIN 42-0127290 | Contract Administrator | $13,790 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $11,149 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $9,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,278 | $54,350-7.5% | $82,719-39.2% | $68,494-26.6% |
| Participation rate | 93.5% | 63.9%+29.6pp | 72.6%+20.9pp | 67.9%+25.6pp |
| Annual return | -11.60% | -13.67%+2.1pp | 701.18%-712.8pp | -7.84%-3.8pp |
| Employer contribution / active EE | $2,427 | $2,218+9.4% | $3,009-19.3% | $2,596-6.5% |
| Participant deferral / active EE | $2,875 | $3,246-11.4% | $4,395-34.6% | $4,027-28.6% |
| Admin fee / account holder | $114 | $4,395-97.4% | $5,329-97.9% | $5,403-97.9% |