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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 27 1250 CAPITAL OF TEXAS HIGHWAY SOUTH · AUSTIN, TX 78746 | Advisory (Plan) | $21,275 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, VA 90071 | Recordkeeping Fees | $13,189 |
Service code 13 5103 BACKLICK ROAD · ANNANDALE, VA 22003 | Contract Administrator | $4,652 |
Filed as: GELMAN, ROSENBERG & FREEDMAN, PC Service code 10 4550 MONTGOMERY AVE · BETHESDA, MD 20814 | Accounting | $788 |
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 | $92,933 | $85,766+8.4% | $136,294-31.8% | $70,131+32.5% |
| Participation rate | 75.0% | 74.2%+0.8pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 17.98% | 31.45%-13.5pp | 5155.94%-5138.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $1,345 | $2,966-54.7% | $4,695-71.4% | $2,342-42.6% |
| Participant deferral / active EE | $7,851 | $5,051+55.4% | $6,247+25.7% | $3,332+135.7% |
| Admin fee / account holder | $310 | $5,420-94.3% | $9,243-96.6% | $4,645-93.3% |