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) | $27,076 |
ASCENSUS LLC2 years Service code 99 · EIN 11-3665754 | Other Fees | $13,117 |
Filed as: THE ANGELL PENSION GROUP Service code 10 · EIN 04-2530412 | Accounting | $1,597 |
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 | $32,791 | $91,762-64.3% | $67,502-51.4% | $77,643-57.8% |
| Participation rate | 61.8% | 75.9%-14.1pp | 72.9%-11.1pp | 70.6%-8.8pp |
| Annual return | 15.89% | 14.87%+1.0pp | 3512.12%-3496.2pp | 31.24%-15.3pp |
| Employer contribution / active EE | $2,680 | $3,181-15.7% | $2,731-1.9% | $2,726-1.7% |
| Participant deferral / active EE | $3,308 | $3,903-15.3% | $4,000-17.3% | $4,647-28.8% |
| Admin fee / account holder | $115 | $176-34.5% | $3,998-97.1% | $430-73.2% |