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 LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $54,417 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $2,401 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME 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 | $82,112 | $78,419+4.7% | $133,956-38.7% | $73,409+11.9% |
| Participation rate | 62.0% | 78.6%-16.6pp | 79.8%-17.8pp | 72.2%-10.1pp |
| Annual return | 10.75% | 33.35%-22.6pp | 45.09%-34.3pp | 59.29%-48.5pp |
| Employer contribution / active EE | $1,207 | $2,044-40.9% | $3,919-69.2% | $2,234-45.9% |
| Participant deferral / active EE | $3,396 | $3,925-13.5% | $5,048-32.7% | $3,805-10.8% |
| Admin fee / account holder | $14 | $161-91.5% | $8,927-99.8% | $158-91.3% |