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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $115,379 |
Filed as: KESTRA INVESTMENT SERVICE LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $0 |
KESTRA INVESTMENT SERVICES LLC5+ years Service code 22 | Insurance Broker | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,163 | $52,293-71.0% | $178,490-91.5% | $73,409-79.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 19.47% | 34.75%-15.3pp | 151.07%-131.6pp | 59.29%-39.8pp |
| Employer contribution / active EE | $866 | $1,735-50.1% | $5,011-82.7% | $2,234-61.2% |
| Participant deferral / active EE | $1,043 | $2,332-55.3% | $5,202-80.0% | $3,805-72.6% |
| Admin fee / account holder | $0 | $127-100.0% | $13,984-100.0% | $158-100.0% |