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 6-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 | $18,155 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 · EIN 35-2552359 | Other Fees | $12,621 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,240 | $31,038-21.9% | $65,255-62.9% | $74,419-67.4% |
| Participation rate | 49.6% | 66.9%-17.3pp | 65.0%-15.3pp | 70.7%-21.1pp |
| Annual return | 21.55% | 38.60%-17.0pp | 47.35%-25.8pp | 34.38%-12.8pp |
| Employer contribution / active EE | $1,451 | $1,188+22.2% | $1,691-14.2% | $2,637-45.0% |
| Participant deferral / active EE | $3,158 | $2,792+13.1% | $2,831+11.5% | $4,528-30.3% |
| Admin fee / account holder | $86 | $299-71.1% | $4,112-97.9% | $348-75.1% |