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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $71,170 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $47,769 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $95,182 | $91,372+4.2% | $129,995-26.8% | $74,419+27.9% |
| Participation rate | 59.8% | 77.8%-18.0pp | 78.5%-18.7pp | 70.7%-10.9pp |
| Annual return | 14.04% | 23.21%-9.2pp | -137.18%+151.2pp | 34.38%-20.3pp |
| Employer contribution / active EE | $1,485 | $2,563-42.1% | $4,320-65.6% | $2,637-43.7% |
| Participant deferral / active EE | $4,160 | $4,721-11.9% | $5,820-28.5% | $4,528-8.1% |
| Admin fee / account holder | $548 | $283+93.4% | $10,614-94.8% | $348+57.6% |