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 | $29,145 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $10,253 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $69,658 | $106,236-34.4% | $112,228-37.9% | $64,808+7.5% |
| Participation rate | 62.3% | 71.7%-9.4pp | 75.1%-12.8pp | 71.5%-9.2pp |
| Annual return | -13.59% | -6.02%-7.6pp | 27.45%-41.0pp | 32.82%-46.4pp |
| Employer contribution / active EE | $3,614 | $3,166+14.2% | $3,635-0.6% | $2,506+44.2% |
| Participant deferral / active EE | $573 | $3,785-84.9% | $4,728-87.9% | $4,310-86.7% |
| Admin fee / account holder | $70 | $452-84.6% | $6,410-98.9% | $188-62.9% |