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 | $86,099 |
KESTRA INVESTMENT SERVICES LLC9+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $54,416 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,750 | $31,038+31.3% | $65,255-37.6% | $74,419-45.2% |
| Participation rate | 78.0% | 66.9%+11.1pp | 65.0%+13.0pp | 70.7%+7.3pp |
| Annual return | 18.01% | 38.60%-20.6pp | 47.35%-29.3pp | 34.38%-16.4pp |
| Employer contribution / active EE | $1,819 | $1,188+53.1% | $1,691+7.6% | $2,637-31.0% |
| Participant deferral / active EE | $3,587 | $2,792+28.5% | $2,831+26.7% | $4,528-20.8% |
| Admin fee / account holder | $126 | $299-57.7% | $4,112-96.9% | $348-63.7% |