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) | $23,657 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,002 |
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 | $44,847 | $50,815-11.7% | $155,509-71.2% | $77,643-42.2% |
| Participation rate | 56.1% | 63.1%-7.0pp | 78.2%-22.1pp | 70.6%-14.5pp |
| Annual return | 15.78% | 34.80%-19.0pp | 64.67%-48.9pp | 31.24%-15.5pp |
| Employer contribution / active EE | $762 | $1,993-61.8% | $4,672-83.7% | $2,726-72.1% |
| Participant deferral / active EE | $2,197 | $2,822-22.2% | $5,626-61.0% | $4,647-52.7% |
| Admin fee / account holder | $272 | $437-37.7% | $15,912-98.3% | $430-36.8% |