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 04-2647786 | Loan Processing | $93,323 |
Filed as: KESTRA INVESTMENT SERVICES Service code 16 · EIN 35-2552359 | Consulting | $24,618 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,476 |
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 | $43,901 | $39,038+12.5% | $98,755-55.5% | $86,799-49.4% |
| Participation rate | 66.8% | 68.2%-1.4pp | 65.7%+1.1pp | 72.3%-5.5pp |
| Annual return | 15.00% | 25.86%-10.9pp | 49.91%-34.9pp | 97.91%-82.9pp |
| Employer contribution / active EE | $2,737 | $1,231+122.3% | $2,067+32.4% | $2,405+13.8% |
| Participant deferral / active EE | $2,711 | $2,581+5.0% | $3,035-10.7% | $4,131-34.4% |
| Admin fee / account holder | $120 | $126-4.7% | $4,076-97.1% | $170-29.3% |