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: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $623 |
Filed as: KESTRA FINANCIAL Service code 27 5707 SOUTHWEST PARKWAY · AUSTIN, TN 78735 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,908 | $52,279+49.0% | $89,391-12.8% | $79,858-2.4% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 25.14% | 22.16%+3.0pp | 245.62%-220.5pp | 31.71%-6.6pp |
| Employer contribution / active EE | $2,385 | $1,572+51.8% | $2,586-7.7% | $2,471-3.5% |
| Participant deferral / active EE | $5,551 | $2,740+102.6% | $3,890+42.7% | $3,740+48.4% |
| Admin fee / account holder | $142 | $3,356-95.8% | $4,881-97.1% | $5,306-97.3% |