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 9-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 ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 5707 SOUTHWEST PARKWAY · AUSTIN, TX 787353300 | Advisory (Plan) | $20,752 |
NATIONWIDE6+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,775 |
NFP RETIREMENT INC4 years Filed as: NFP CORPORATE SERVICES (NY), LLC Service code 37 · EIN 20-1941665 1405 DAVIS AVE · ENDWELL, NY 13760 | Loan Processing | $5,975 |
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 | $117,034 | $54,573+114.5% | $90,951+28.7% | $73,488+59.3% |
| Participation rate | 44.3% | 61.2%-16.9pp | 69.0%-24.7pp | 70.7%-26.4pp |
| Annual return | 16.91% | 16.69%+0.2pp | 134.60%-117.7pp | 28.51%-11.6pp |
| Employer contribution / active EE | $326 | $991-67.2% | $2,122-84.7% | $2,270-85.7% |
| Participant deferral / active EE | $1,353 | $2,517-46.3% | $3,373-59.9% | $3,740-63.8% |
| Admin fee / account holder | $450 | $521-13.7% | $5,959-92.4% | $513-12.3% |