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 13-3689044 230 W MONROE ST STE 1150 · CHICAGO, IL 60606 | Recordkeeping | $12,549 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,453 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 5707 SOUTHWEST PARKWAY,BLDG.2 · AUSTIN, TX 78735 | Advisory (Plan) | $3,522 |
Filed as: KDP RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 38-3478073 3060 LAKE EASTBROOK BLVD SE · GRAND RAPIDS, MI 49512 | Recordkeeping | $2,253 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,658 | $49,451-72.4% | $79,550-82.8% | $66,914-79.6% |
| Participation rate | 91.4% | 61.3%+30.0pp | 69.5%+21.9pp | 69.8%+21.6pp |
| Annual return | -15.73% | 84.25%-100.0pp | 0.16%-15.9pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,464 | $1,266+15.6% | $2,413-39.3% | $2,544-42.5% |
| Participant deferral / active EE | $2,969 | $3,159-6.0% | $3,985-25.5% | $4,237-29.9% |
| Admin fee / account holder | $126 | $595-78.7% | $6,832-98.2% | $593-78.7% |