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 FINANCIAL INC Service code 27 · EIN 13-2624428 | Advisory (Plan) | $33,816 |
JPMORGAN INVEST HOLDINGS LLC6 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $28,139 |
Service code 27 · EIN 13-2624428 | Advisory (Plan) | $11,712 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,959 | $60,776+49.7% | $85,682+6.2% | $79,386+14.6% |
| Participation rate | 52.7% | 62.1%-9.4pp | 69.9%-17.2pp | 70.7%-18.0pp |
| Annual return | 10.53% | 16.57%-6.0pp | 21.49%-11.0pp | 116.85%-106.3pp |
| Employer contribution / active EE | $2,330 | $1,663+40.1% | $2,618-11.0% | $2,427-4.0% |
| Participant deferral / active EE | $3,644 | $2,919+24.9% | $3,923-7.1% | $4,046-9.9% |
| Admin fee / account holder | $546 | $438+24.5% | $6,873-92.1% | $626-12.9% |