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 6-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: KESTRA INVESTMENT SERVICES, LLC Service code 27 1250 CAPITAL OF TEXAS HIGHWAY · AUSTIN, TX 78746 | Advisory (Plan) | $37,435 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $31,163 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,013 | $51,197+28.9% | $82,719-20.2% | $66,914-1.3% |
| Participation rate | 91.5% | 67.8%+23.7pp | 72.6%+19.0pp | 69.8%+21.7pp |
| Annual return | -14.11% | -9.64%-4.5pp | 701.18%-715.3pp | 1.58%-15.7pp |
| Employer contribution / active EE | $2,342 | $2,611-10.3% | $3,009-22.2% | $2,544-7.9% |
| Participant deferral / active EE | $4,701 | $3,458+35.9% | $4,395+7.0% | $4,237+10.9% |
| Admin fee / account holder | $325 | $416-21.8% | $5,329-93.9% | $593-45.2% |