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 | $76,860 |
Service code 10 · EIN 55-0657218 | Accounting | $14,500 |
Filed as: ACTUARIAL BENEFITS & DESIGN CO., IN Service code 15 · EIN 54-1521351 | Recordkeeping | $12,281 |
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 | $169,253 | $59,186+186.0% | $76,768+120.5% | $56,287+200.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -3.16% | 6.62%-9.8pp | 2.43%-5.6pp | -9.96%+6.8pp |
| Employer contribution / active EE | $14,172 | $1,759+705.9% | $2,485+470.3% | $2,111+571.3% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $440 | $489-10.1% | $6,675-93.4% | $521-15.6% |