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 INVESTMENT SERVICES Service code 51 120 VANTIS SUITE 400 · ALISO VIEJO, CA 92656 | Investment Mgmt Fees | $72,281 |
Service code 10 · EIN 55-0657218 | Accounting | $14,500 |
Filed as: ACTUARIAL BENEFITS & DESIGN CO., IN Service code 15 · EIN 54-1521351 | Recordkeeping | $11,995 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,780 | $64,909+186.2% | $82,313+125.7% | $62,292+198.2% |
| Participation rate | 97.2% | 74.9%+22.3pp | 76.9%+20.3pp | 69.5%+27.6pp |
| Annual return | 10.48% | 21.18%-10.7pp | 25.88%-15.4pp | 28.90%-18.4pp |
| Employer contribution / active EE | $12,546 | $1,676+648.6% | $2,428+416.7% | $2,042+514.3% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $460 | $440+4.7% | $5,608-91.8% | $479-4.0% |