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 ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $19,062 |
ASCENSUS LLC1 year Service code 99 · EIN 11-3665754 | Other Fees | $8,041 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,588 | $83,884-70.7% | $64,056-61.6% | $74,419-67.0% |
| Participation rate | 69.5% | 76.6%-7.2pp | 72.3%-2.8pp | 70.7%-1.3pp |
| Annual return | 26.70% | 16.57%+10.1pp | 33.69%-7.0pp | 34.38%-7.7pp |
| Employer contribution / active EE | $2,286 | $3,084-25.9% | $2,747-16.8% | $2,637-13.3% |
| Participant deferral / active EE | $2,769 | $3,692-25.0% | $3,880-28.6% | $4,528-38.8% |
| Admin fee / account holder | $74 | $196-62.0% | $3,068-97.6% | $348-78.6% |