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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $112,666 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $52,213 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Employer contribution per participant 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 | $58,158 | $64,612-10.0% | $86,436-32.7% | $64,808-10.3% |
| Participation rate | 93.8% | 81.5%+12.4pp | 80.3%+13.5pp | 71.5%+22.4pp |
| Annual return | -16.54% | 0.66%-17.2pp | 4394.89%-4411.4pp | 32.82%-49.4pp |
| Employer contribution / active EE | $728 | $2,744-73.5% | $3,769-80.7% | $2,506-70.9% |
| Participant deferral / active EE | $5,816 | $7,497-22.4% | $6,952-16.3% | $4,310+34.9% |
| Admin fee / account holder | $204 | $169+20.8% | $6,731-97.0% | $188+8.8% |