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 64 · EIN 71-0294708 | Recordkeeping Fees | $55,223 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 · EIN 35-2552359 | Other Fees | $0 |
PENSION ASSURANCE LLP1 year Filed as: THE PENSION SERVICE, INC. Service code 49 510 MAIN ST. STOP A · GORHAM, ME 04038 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,900 | $52,406+167.0% | $129,207+8.3% | $74,495+87.8% |
| Participation rate | 45.8% | 53.8%-8.0pp | 69.6%-23.8pp | 67.2%-21.4pp |
| Annual return | 15.15% | 15.66%-0.5pp | 9417.33%-9402.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $2,142 | $1,531+40.0% | $4,153-48.4% | $2,623-18.3% |
| Participant deferral / active EE | $4,245 | $2,794+51.9% | $4,168+1.9% | $4,346-2.3% |
| Admin fee / account holder | $600 | $2,633-77.2% | $7,715-92.2% | $1,942-69.1% |