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 | $37,995 |
Filed as: KESTRA FINANCIAL Service code 55 | Other Commissions | $0 |
Filed as: KESTRA INVESTMENT SERVICES Service code 27 LOREN D. STARK COMPANY · HOUSTON, TX 77099 | Advisory (Plan) | $0 |
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 | $82,887 | $37,393+121.7% | $77,024+7.6% | $66,914+23.9% |
| Participation rate | 30.5% | 52.9%-22.4pp | 67.9%-37.4pp | 69.8%-39.3pp |
| Annual return | -18.46% | -3.29%-15.2pp | 42.32%-60.8pp | 1.58%-20.0pp |
| Employer contribution / active EE | $1,007 | $1,531-34.2% | $2,812-64.2% | $2,544-60.4% |
| Participant deferral / active EE | $2,401 | $2,617-8.3% | $4,426-45.8% | $4,237-43.3% |
| Admin fee / account holder | $644 | $567+13.6% | $5,425-88.1% | $593+8.6% |