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) | $19,009 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,299 | $47,126-12.4% | $149,673-72.4% | $74,419-44.5% |
| Participation rate | 56.9% | 63.4%-6.5pp | 78.8%-21.9pp | 70.7%-13.8pp |
| Annual return | 21.14% | 22.75%-1.6pp | 134.42%-113.3pp | 34.38%-13.2pp |
| Employer contribution / active EE | $771 | $1,905-59.5% | $4,818-84.0% | $2,637-70.8% |
| Participant deferral / active EE | $2,047 | $2,728-25.0% | $5,680-64.0% | $4,528-54.8% |
| Admin fee / account holder | $239 | $343-30.4% | $13,210-98.2% | $348-31.4% |