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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC4+ years Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $50,430 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $3,486 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,483 | $69,159+16.4% | $125,175-35.7% | $67,579+19.1% |
| Participation rate | 58.6% | 78.2%-19.6pp | 79.8%-21.2pp | 71.3%-12.7pp |
| Annual return | 17.05% | 27.12%-10.1pp | 43.79%-26.7pp | 378.56%-361.5pp |
| Employer contribution / active EE | $1,089 | $2,023-46.2% | $3,865-71.8% | $2,148-49.3% |
| Participant deferral / active EE | $3,117 | $3,700-15.7% | $4,937-36.9% | $3,539-11.9% |
| Admin fee / account holder | $16 | $142-89.0% | $9,702-99.8% | $142-89.1% |