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 8-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) | $7,484 |
Filed as: P&A RETIREMENT PLAN SERVICES INC Service code 15 · EIN 16-1533601 | Recordkeeping | $4,452 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $839 |
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 | $32,313 | $73,823-56.2% | $379,746-91.5% | $73,488-56.0% |
| Participation rate | 45.9% | 73.1%-27.2pp | 78.4%-32.5pp | 70.7%-24.8pp |
| Annual return | 14.59% | 29.06%-14.5pp | 34.90%-20.3pp | 28.51%-13.9pp |
| Employer contribution / active EE | $1,212 | $2,472-51.0% | $3,540-65.8% | $2,270-46.6% |
| Participant deferral / active EE | $1,959 | $4,038-51.5% | $6,024-67.5% | $3,740-47.6% |
| Admin fee / account holder | $187 | $607-69.2% | $7,927-97.6% | $513-63.6% |