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 |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $82,131 |
Filed as: KESTRA INVESTMENT SERVICES Service code 16 · EIN 74-2794194 | Consulting | $40,981 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,075 | $100,801-36.4% | $149,696-57.2% | $73,409-12.7% |
| Participation rate | 62.0% | 77.7%-15.7pp | 82.5%-20.4pp | 72.2%-10.1pp |
| Annual return | 19.39% | 265.34%-245.9pp | 276.60%-257.2pp | 59.29%-39.9pp |
| Employer contribution / active EE | $1,142 | $3,312-65.5% | $4,644-75.4% | $2,234-48.9% |
| Participant deferral / active EE | $5,701 | $6,404-11.0% | $6,842-16.7% | $3,805+49.8% |
| Admin fee / account holder | $10 | $181-94.7% | $9,309-99.9% | $158-94.0% |