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 |
|---|---|---|
KELLY FINANCIAL GROUP LLC2 years Filed as: THE KELLY GROUP Service code 27 · EIN 52-2048177 | Advisory (Plan) | $14,636 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,617 |
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 | $53,957 | $49,451+9.1% | $79,550-32.2% | $66,914-19.4% |
| Participation rate | 35.6% | 61.3%-25.7pp | 69.5%-33.9pp | 69.8%-34.2pp |
| Annual return | -17.57% | 84.25%-101.8pp | 0.16%-17.7pp | 1.58%-19.2pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,753 | $3,159-44.5% | $3,985-56.0% | $4,237-58.6% |
| Admin fee / account holder | $476 | $595-20.0% | $6,832-93.0% | $593-19.8% |