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) | $17,660 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $300 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,378 | $46,292-23.6% | $143,757-75.4% | $64,808-45.4% |
| Participation rate | 56.5% | 64.2%-7.7pp | 80.3%-23.8pp | 71.5%-14.9pp |
| Annual return | -23.26% | -10.05%-13.2pp | -0.04%-23.2pp | 32.82%-56.1pp |
| Employer contribution / active EE | $818 | $1,910-57.1% | $4,951-83.5% | $2,506-67.3% |
| Participant deferral / active EE | $2,168 | $2,646-18.0% | $5,637-61.5% | $4,310-49.7% |
| Admin fee / account holder | $238 | $154+54.8% | $14,673-98.4% | $188+26.8% |