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 16 · EIN 35-2552359 | Consulting | $79,231 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $71,958 |
CHARLES SCHWAB & CO., INC.5 years Filed as: REA & ASSOCIATES Service code 10 · EIN 34-1310124 | Accounting | $16,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,628 | $54,193+11.9% | $93,654-35.3% | $77,671-21.9% |
| Participation rate | 85.0% | 63.9%+21.1pp | 68.7%+16.3pp | 70.6%+14.4pp |
| Annual return | 12.68% | 30.54%-17.9pp | 133.34%-120.7pp | 31.21%-18.5pp |
| Employer contribution / active EE | $885 | $1,168-24.2% | $2,421-63.4% | $2,726-67.5% |
| Participant deferral / active EE | $3,988 | $3,144+26.9% | $4,413-9.6% | $4,648-14.2% |
| Admin fee / account holder | $410 | $576-28.8% | $8,282-95.1% | $430-4.8% |