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) | $28,089 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,402 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,959 | $50,982+1.9% | $154,803-66.4% | $85,563-39.3% |
| Participation rate | 58.7% | 59.8%-1.1pp | 78.1%-19.4pp | 66.0%-7.3pp |
| Annual return | 19.04% | 30.35%-11.3pp | 58.88%-39.8pp | 31.51%-12.5pp |
| Employer contribution / active EE | $779 | $1,708-54.4% | $4,305-81.9% | $2,654-70.6% |
| Participant deferral / active EE | $2,383 | $2,474-3.7% | $5,540-57.0% | $4,375-45.5% |
| Admin fee / account holder | $306 | $846-63.8% | $14,329-97.9% | $834-63.3% |