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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $25,054 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $21,837 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $108,769 | $100,923+7.8% | $150,045-27.5% | $74,304+46.4% |
| Participation rate | 54.3% | 70.1%-15.7pp | 82.3%-28.0pp | 60.3%-6.0pp |
| Annual return | 23.89% | 51.77%-27.9pp | 62.55%-38.7pp | 29.43%-5.5pp |
| Employer contribution / active EE | $2,495 | $3,463-28.0% | $4,693-46.8% | $2,241+11.3% |
| Participant deferral / active EE | $5,702 | $6,709-15.0% | $7,997-28.7% | $3,767+51.4% |
| Admin fee / account holder | $460 | $2,767-83.4% | $13,435-96.6% | $2,969-84.5% |