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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $83,087 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $34,000 |
GREERWALKER LLP4 years Filed as: GREERWALKER, LLP Service code 10 · EIN 56-1434747 | Accounting | $16,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,408 | $72,994+125.2% | $120,354+36.6% | $77,643+111.7% |
| Participation rate | 90.6% | 55.2%+35.3pp | 71.9%+18.7pp | 70.6%+20.0pp |
| Annual return | 12.64% | 18.23%-5.6pp | 107.15%-94.5pp | 31.24%-18.6pp |
| Employer contribution / active EE | $3,229 | $1,793+80.1% | $3,463-6.7% | $2,726+18.5% |
| Participant deferral / active EE | $7,718 | $3,011+156.3% | $4,991+54.6% | $4,647+66.1% |
| Admin fee / account holder | $277 | $658-57.9% | $9,423-97.1% | $430-35.7% |