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 13 · EIN 06-1050034 | Contract Administrator | $122,354 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $64,542 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $14,888 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,190 | $85,135+9.5% | $98,907-5.8% | $73,409+26.9% |
| Participation rate | 99.1% | 81.1%+18.0pp | 76.0%+23.1pp | 72.2%+26.9pp |
| Annual return | 15.72% | 19.14%-3.4pp | 196.43%-180.7pp | 59.29%-43.6pp |
| Employer contribution / active EE | $3,286 | $2,721+20.8% | $2,689+22.2% | $2,234+47.1% |
| Participant deferral / active EE | $6,067 | $4,349+39.5% | $4,244+42.9% | $3,805+59.4% |
| Admin fee / account holder | $276 | $139+98.2% | $6,642-95.8% | $158+74.8% |