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 4-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 37 · EIN 04-2647786 | Loan Processing | $54,762 |
KESTRA INVESTMENT SERVICES LLC4+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $26,707 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,087 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,821 | $54,193-59.7% | $93,654-76.7% | $77,671-71.9% |
| Participation rate | 79.0% | 63.9%+15.1pp | 68.7%+10.3pp | 70.6%+8.4pp |
| Annual return | 15.23% | 30.54%-15.3pp | 133.34%-118.1pp | 31.21%-16.0pp |
| Employer contribution / active EE | $1,299 | $1,168+11.2% | $2,421-46.4% | $2,726-52.4% |
| Participant deferral / active EE | $5,917 | $3,144+88.2% | $4,413+34.1% | $4,648+27.3% |
| Admin fee / account holder | $209 | $576-63.8% | $8,282-97.5% | $430-51.5% |