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 26 · EIN 35-2552359 | Advisory (Participants) | $9,674 |
ASCENSUS LLC3+ years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 15 · EIN 62-1700633 | Recordkeeping | $3,405 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $637 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,978 | $55,453-71.2% | $170,442-90.6% | $62,292-74.3% |
| Participation rate | 49.5% | 66.4%-16.8pp | 83.6%-34.1pp | 69.5%-20.0pp |
| Annual return | 56.12% | 21.38%+34.7pp | 205.93%-149.8pp | 28.90%+27.2pp |
| Employer contribution / active EE | $1,090 | $2,164-49.6% | $5,433-79.9% | $2,042-46.6% |
| Participant deferral / active EE | $1,597 | $2,303-30.7% | $4,939-67.7% | $3,169-49.6% |
| Admin fee / account holder | $180 | $455-60.5% | $13,880-98.7% | $479-62.5% |