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) | $26,597 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $2,441 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,283 | $96,484-15.8% | $156,263-48.0% | $74,304+9.4% |
| Participation rate | 91.5% | 67.7%+23.8pp | 78.9%+12.5pp | 60.3%+31.1pp |
| Annual return | 11.50% | 17.73%-6.2pp | 59.47%-48.0pp | 29.43%-17.9pp |
| Employer contribution / active EE | $2,396 | $2,528-5.2% | $4,333-44.7% | $2,241+6.9% |
| Participant deferral / active EE | $6,432 | $4,286+50.1% | $6,158+4.4% | $3,767+70.7% |
| Admin fee / account holder | $384 | $3,728-89.7% | $14,255-97.3% | $2,969-87.1% |