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 15 · EIN 35-0145825 | Recordkeeping | $23,071 |
Filed as: KESTRA INVESTMENT SERVICES Service code 16 · EIN 74-2794194 | Consulting | $13,615 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,033 | $61,272-64.0% | $149,673-85.3% | $71,457-69.2% |
| Participation rate | 67.1% | 62.5%+4.5pp | 78.8%-11.7pp | 67.9%-0.9pp |
| Annual return | 15.18% | 35.85%-20.7pp | 134.42%-119.2pp | 28.85%-13.7pp |
| Employer contribution / active EE | $577 | $2,378-75.8% | $4,818-88.0% | $2,588-77.7% |
| Participant deferral / active EE | $677 | $2,917-76.8% | $5,680-88.1% | $4,289-84.2% |
| Admin fee / account holder | $8 | $1,261-99.4% | $13,210-99.9% | $1,587-99.5% |