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 5-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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 15 · EIN 74-2794194 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Recordkeeping | $34,384 |
PAYCHEX, INC.2+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $19,448 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,406 | $76,774-74.7% | $112,228-82.7% | $77,904-75.1% |
| Participation rate | 40.1% | 80.2%-40.1pp | 75.1%-35.0pp | 73.7%-33.6pp |
| Annual return | 38.17% | -10.25%+48.4pp | 27.45%+10.7pp | 12.21%+26.0pp |
| Employer contribution / active EE | $1,080 | $3,977-72.8% | $3,635-70.3% | $2,848-62.1% |
| Participant deferral / active EE | $1,921 | $3,778-49.2% | $4,728-59.4% | $4,806-60.0% |
| Admin fee / account holder | $99 | $239-58.4% | $6,410-98.5% | $133-25.1% |