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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC9+ years Service code 55 · EIN 35-2552359 | Other Commissions | $43,011 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $7,967 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $56,140 | $53,136+5.7% | $155,509-63.9% | $199,593-71.9% |
| Participation rate | 18.5% | 64.1%-45.5pp | 78.2%-59.6pp | 72.0%-53.4pp |
| Annual return | 16.08% | 41.15%-25.1pp | 64.67%-48.6pp | 34.25%-18.2pp |
| Employer contribution / active EE | $199 | $1,851-89.2% | $4,672-95.7% | $3,034-93.4% |
| Participant deferral / active EE | $1,007 | $3,161-68.1% | $5,626-82.1% | $5,087-80.2% |
| Admin fee / account holder | $24 | $185-86.9% | $15,912-99.8% | $269-91.0% |