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 Service code 26 · EIN 35-2552359 | Advisory (Participants) | $23,039 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $2,091 |
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 | $70,147 | $88,083-20.4% | $164,813-57.4% | $74,495-5.8% |
| Participation rate | 95.3% | 73.0%+22.3pp | 78.6%+16.7pp | 67.2%+28.1pp |
| Annual return | 23.25% | 17.26%+6.0pp | 69.93%-46.7pp | 1364.94%-1341.7pp |
| Employer contribution / active EE | $2,175 | $2,593-16.1% | $4,341-49.9% | $2,623-17.1% |
| Participant deferral / active EE | $5,757 | $4,498+28.0% | $6,031-4.6% | $4,346+32.5% |
| Admin fee / account holder | $493 | $2,234-77.9% | $12,690-96.1% | $1,942-74.6% |