Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
CORPORATE FINANCIAL SERVICES, LLC10+ years Service code 15 · EIN 80-0138348 | Recordkeeping | $16,326 |
NATIONWIDE6 years Service code 15 · EIN 31-4156830 | Recordkeeping | $7,067 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 26 5707 SOUTHWEST PKWY, BUILDING 400 · AUSTIN, TX 78735 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,660 | $55,472-80.8% | $155,567-93.1% | $74,546-85.7% |
| Participation rate | 97.8% | 61.9%+35.9pp | 78.2%+19.6pp | 67.2%+30.6pp |
| Annual return | 6.96% | 268.72%-261.8pp | 64.74%-57.8pp | 1366.03%-1359.1pp |
| Employer contribution / active EE | $4,398 | $2,269+93.8% | $4,674-5.9% | $2,624+67.6% |
| Participant deferral / active EE | $70 | $2,838-97.5% | $5,628-98.7% | $4,347-98.4% |
| Admin fee / account holder | $54 | $1,743-96.9% | $15,916-99.7% | $1,944-97.2% |