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 3-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 01-0233346 | Recordkeeping | $28,719 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 | Advisory (Participants) | $10,553 |
Filed as: MERRILLY LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $8,736 |
DEFINITI LLC1+ years Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 | Contract Administrator | $7,806 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,542 | $86,655-61.3% | $119,609-72.0% | $66,914-49.9% |
| Participation rate | 41.5% | 75.6%-34.1pp | 79.3%-37.8pp | 69.8%-28.3pp |
| Annual return | -14.77% | -8.00%-6.8pp | -14.97%+0.2pp | 1.58%-16.4pp |
| Employer contribution / active EE | $246 | $2,536-90.3% | $4,232-94.2% | $2,544-90.3% |
| Participant deferral / active EE | $2,456 | $4,358-43.6% | $5,602-56.2% | $4,237-42.0% |
| Admin fee / account holder | $448 | $755-40.6% | $10,323-95.7% | $593-24.5% |