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 |
|---|---|---|
STAN CORP FINANCIAL GROUP10+ years Service code 15 · EIN 93-1253576 | Recordkeeping | $32,540 |
Filed as: KESTRA ADVISORY SERVICES Service code 19 · EIN 35-2552359 | Securities Custodian | $22,487 |
PENSION ASSURANCE LLP10+ years Filed as: PENSION CONSULTANT, INC Service code 10 · EIN 06-1504963 | Accounting | $6,824 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,415 | $55,415-9.0% | $155,509-67.6% | $74,495-32.3% |
| Participation rate | 82.0% | 61.9%+20.1pp | 78.2%+3.8pp | 67.2%+14.8pp |
| Annual return | 14.52% | 268.50%-254.0pp | 64.67%-50.1pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,992 | $2,267-12.1% | $4,672-57.4% | $2,623-24.1% |
| Participant deferral / active EE | $3,913 | $2,836+38.0% | $5,626-30.4% | $4,346-9.9% |
| Admin fee / account holder | $295 | $1,738-83.1% | $15,912-98.1% | $1,942-84.8% |