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 27 · EIN 35-2552359 | Advisory (Plan) | $36,967 |
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $15,739 |
PENSION INC.3 years Filed as: PENSION INC Service code 15 · EIN 39-1955089 | Recordkeeping | $2,325 |
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,001 |
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 | $56,940 | $79,171-28.1% | $102,423-44.4% | $74,495-23.6% |
| Participation rate | 96.1% | 74.8%+21.3pp | 76.5%+19.6pp | 67.2%+28.9pp |
| Annual return | 13.98% | 54.93%-41.0pp | 29.32%-15.3pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $2,668 | $2,362+13.0% | $3,023-11.7% | $2,623+1.7% |
| Participant deferral / active EE | $5,544 | $4,415+25.6% | $5,053+9.7% | $4,346+27.6% |
| Admin fee / account holder | $578 | $2,001-71.1% | $9,451-93.9% | $1,942-70.3% |