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 |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 26 311 WEST FLETCHER AVENUE · TAMPA, FL 33612 | Advisory (Participants) | $44,550 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $36,243 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $114,026 | $101,499+12.3% | $147,005-22.4% | $74,546+53.0% |
| Participation rate | 89.9% | 75.5%+14.4pp | 82.2%+7.8pp | 67.2%+22.7pp |
| Annual return | 12.15% | 8732.34%-8720.2pp | 418.76%-406.6pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $304 | $3,811-92.0% | $4,934-93.8% | $2,624-88.4% |
| Participant deferral / active EE | $6,082 | $7,304-16.7% | $8,070-24.6% | $4,347+39.9% |
| Admin fee / account holder | $511 | $1,748-70.7% | $13,006-96.1% | $1,944-73.7% |