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 26 · EIN 35-2552359 | Advisory (Participants) | $8,308 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,493 | $47,977-38.5% | $154,107-80.9% | $56,287-47.6% |
| Participation rate | 51.3% | 66.2%-14.9pp | 83.0%-31.8pp | 69.9%-18.6pp |
| Annual return | -7.01% | 3.54%-10.6pp | 735.12%-742.1pp | -9.96%+2.9pp |
| Employer contribution / active EE | $722 | $2,169-66.7% | $5,298-86.4% | $2,111-65.8% |
| Participant deferral / active EE | $1,821 | $2,392-23.9% | $5,081-64.2% | $3,350-45.6% |
| Admin fee / account holder | $161 | $438-63.3% | $13,411-98.8% | $521-69.2% |