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 | $28,827 |
Filed as: KESTRA INVESTMENT SERVICES Service code 16 · EIN 74-2794194 | Consulting | $11,783 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,612 | $46,292-51.2% | $143,757-84.3% | $64,808-65.1% |
| Participation rate | 61.7% | 64.2%-2.5pp | 80.3%-18.6pp | 71.5%-9.8pp |
| Annual return | -14.10% | -10.05%-4.1pp | -0.04%-14.1pp | 32.82%-46.9pp |
| Employer contribution / active EE | $482 | $1,910-74.7% | $4,951-90.3% | $2,506-80.7% |
| Participant deferral / active EE | $1,577 | $2,646-40.4% | $5,637-72.0% | $4,310-63.4% |
| Admin fee / account holder | $60 | $154-60.7% | $14,673-99.6% | $188-67.8% |